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

Northwest Financial Advisors’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	$232K	Sell	2,055 -2,741	-57%	-$299K	0.03%	82
2026 Q1	$496K	Buy	4,796 +408	+9%	+$43.3K	0.96%	30
2025 Q4	$449K	Buy	4,388 +658	+18%	+$67.9K	0.92%	33
2025 Q3	$391K	Buy	3,730 +1,045	+39%	+$108K	0.5%	57
2025 Q2	$264K	Sell	2,685 -1,652	-38%	-$156K	0.37%	74
2025 Q1	$397K	Buy	4,337 +739	+21%	+$72K	0.33%	68
2024 Q4	$354K	Buy	3,598 +1,093	+44%	+$113K	0.29%	72
2024 Q3	$257K	Buy	2,505 +80	+3%	+$7.92K	0.2%	80
2024 Q2	$235K	Buy	2,425 +345	+17%	+$36.2K	0.24%	80
2024 Q1	$229K	Buy	2,080 +807	+63%	+$79K	0.25%	80
2023 Q4	$113K	Buy	+1,273	New	+$105K	0.1%	131

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

Northwest Financial Advisors's XMHQ Position: Q2 2026 in Review

Northwest Financial Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 57% in Q2 2026, selling an estimated $299K and leaving 2,055 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #82.

Northwest Financial Advisors first reported a position in XMHQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $496K in Q1 2026. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Northwest Financial Advisors held 2,055 shares of Invesco S&P MidCap Quality ETF worth $232K as of Q2 2026.
Northwest Financial Advisors sold 2,741 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $299K.
Invesco S&P MidCap Quality ETF made up 0.03% of Northwest Financial Advisors's portfolio in Q2 2026, its #82 holding.
Northwest Financial Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 11 quarters since.
Northwest Financial Advisors's Invesco S&P MidCap Quality ETF position peaked at $496K in Q1 2026.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.