NFP Retirement Inc’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

NFP Retirement Inc’s Portfolio XMHQ Stock Details XMHQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.3M	Buy	161,859 +12,274	+8%	+$1.34M	1%	26
2026 Q1	$15.5M	Buy	149,585 +7,583	+5%	+$804K	0.93%	27
2025 Q4	$14.5M	Buy	142,002 +4,888	+4%	+$504K	0.88%	28
2025 Q3	$14.4M	Buy	137,114 +7,783	+6%	+$801K	0.92%	25
2025 Q2	$12.7M	Buy	129,331 +4,246	+3%	+$401K	0.84%	29
2025 Q1	$11.4M	Buy	125,085 +7,795	+7%	+$760K	0.91%	26
2024 Q4	$11.5M	Sell	117,290 -661	-0.6%	-$68.4K	0.91%	25
2024 Q3	$12.1M	Buy	117,951 +4,931	+4%	+$488K	0.98%	23
2024 Q2	$11M	Buy	113,020 +5,643	+5%	+$592K	0.92%	24
2024 Q1	$11.8M	Sell	107,377 -10,718	-9%	-$1.05M	1.02%	21
2023 Q4	$10.5M	Buy	118,095 +17,163	+17%	+$1.41M	1.77%	16
2023 Q3	$8.13M	Buy	100,932 +55,039	+120%	+$4.52M	1.55%	17
2023 Q2	$3.7M	Buy	45,893 +36,967	+414%	+$2.76M	0.69%	37
2023 Q1	$655K	Buy	+8,926	New	+$653K	0.13%	130

Other funds holding XMHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NFP Retirement Inc's XMHQ Position: Q2 2026 in Review

NFP Retirement Inc increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 8.2% in Q2 2026, buying an estimated $1.34M and bringing the position to 161,859 shares worth $18.3M. The position accounts for 1% of the portfolio, ranked #26.

NFP Retirement Inc first reported a position in XMHQ in Q1 2023 and has held it in 14 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

NFP Retirement Inc held 161,859 shares of Invesco S&P MidCap Quality ETF worth $18.3M as of Q2 2026.
NFP Retirement Inc bought 12,274 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $1.34M.
Invesco S&P MidCap Quality ETF made up 1% of NFP Retirement Inc's portfolio in Q2 2026, its #26 holding.
NFP Retirement Inc first reported a position in Invesco S&P MidCap Quality ETF in Q1 2023 and has held it in 14 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.