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

Opulen Financial 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	$1.19M	Buy	10,507 +265	+3%	+$28.9K	0.75%	30
2026 Q1	$1.06M	Buy	10,242 +13	+0.1%	+$1.38K	0.75%	29
2025 Q4	$1.05M	Buy	10,229 +17	+0.2%	+$1.75K	0.76%	29
2025 Q3	$1.07M	Buy	10,212 +58	+0.6%	+$5.97K	0.81%	29
2025 Q2	$998K	Sell	10,154 -275	-3%	-$26K	0.82%	28
2025 Q1	$955K	Buy	10,429 +280	+3%	+$27.3K	0.87%	26
2024 Q4	$999K	Buy	+10,149	New	+$1.05M	0.91%	25

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

Opulen Financial Group's XMHQ Position: Q2 2026 in Review

Opulen Financial Group increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 2.6% in Q2 2026, buying an estimated $28.9K and bringing the position to 10,507 shares worth $1.19M. The position accounts for 0.75% of the portfolio, ranked #30.

Opulen Financial Group first reported a position in XMHQ in Q4 2024 and has held it in 7 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Opulen Financial Group held 10,507 shares of Invesco S&P MidCap Quality ETF worth $1.19M as of Q2 2026.
Opulen Financial Group bought 265 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $28.9K.
Invesco S&P MidCap Quality ETF made up 0.75% of Opulen Financial Group's portfolio in Q2 2026, its #30 holding.
Opulen Financial Group first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 7 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

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