Nikulski Financial’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Nikulski Financial’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	$260K	Hold	2,308	–	–	0.06%	165
2026 Q1	$239K	Sell	2,308 -312	-12%	-$33.1K	0.06%	165
2025 Q4	$268K	Sell	2,620 -200	-7%	-$20.6K	0.06%	154
2025 Q3	$296K	Buy	2,820 +8	+0.3%	+$823	0.07%	131
2025 Q2	$276K	Buy	+2,812	New	+$265K	0.08%	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

Nikulski Financial's XMHQ Position: Q2 2026 in Review

Nikulski Financial held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q2 2026 at 2,308 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #165.

Nikulski Financial first reported a position in XMHQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $296K in Q3 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Nikulski Financial held 2,308 shares of Invesco S&P MidCap Quality ETF worth $260K as of Q2 2026.
Nikulski Financial left its Invesco S&P MidCap Quality ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Quality ETF made up 0.06% of Nikulski Financial's portfolio in Q2 2026, its #165 holding.
Nikulski Financial first reported a position in Invesco S&P MidCap Quality ETF in Q2 2025 and has held it in 5 quarters since.
Nikulski Financial's Invesco S&P MidCap Quality ETF position peaked at $296K in Q3 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.