Onyx Bridge Wealth Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Onyx Bridge Wealth Group’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	$5.52M	Buy	48,910 +1,809	+4%	+$197K	0.5%	50
2026 Q1	$4.87M	Buy	47,101 +17,336	+58%	+$1.84M	0.52%	48
2025 Q4	$3.05M	Sell	29,765 -573	-2%	-$59.1K	0.32%	71
2025 Q3	$3.18M	Sell	30,338 -70,844	-70%	-$7.29M	0.35%	67
2025 Q2	$9.94M	Buy	101,182 +56,198	+125%	+$5.31M	1.31%	20
2025 Q1	$4.12M	Buy	44,984 +21,761	+94%	+$2.12M	0.59%	41
2024 Q4	$2.29M	Sell	23,223 -33,347	-59%	-$3.45M	0.33%	58
2024 Q3	$5.8M	Buy	+56,570	New	+$5.6M	0.87%	31

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

Onyx Bridge Wealth Group's XMHQ Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 3.8% in Q2 2026, buying an estimated $197K and bringing the position to 48,910 shares worth $5.52M. The position accounts for 0.5% of the portfolio, ranked #50.

Onyx Bridge Wealth Group first reported a position in XMHQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.94M in Q2 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Onyx Bridge Wealth Group held 48,910 shares of Invesco S&P MidCap Quality ETF worth $5.52M as of Q2 2026.
Onyx Bridge Wealth Group bought 1,809 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $197K.
Invesco S&P MidCap Quality ETF made up 0.5% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #50 holding.
Onyx Bridge Wealth Group first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and has held it in 8 quarters since.
Onyx Bridge Wealth Group's Invesco S&P MidCap Quality ETF position peaked at $9.94M in Q2 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.