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

&Partners’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	$13.5M	Buy	118,745 +34,235	+41%	+$3.73M	0.06%	312
2026 Q1	$8.76M	Buy	84,510 +35,875	+74%	+$3.81M	0.04%	365
2025 Q4	$4.98M	Buy	48,635 +14,551	+43%	+$1.5M	0.03%	498
2025 Q3	$3.58M	Buy	34,084 +2,897	+9%	+$298K	0.02%	530
2025 Q2	$3.06M	Sell	31,187 -9,057	-23%	-$855K	0.02%	508
2025 Q1	$3.68M	Buy	40,244 +4,333	+12%	+$422K	0.04%	362
2024 Q4	$3.59M	Buy	35,911 +8,731	+32%	+$904K	0.04%	346
2024 Q3	$2.79M	Buy	27,180 +11,207	+70%	+$1.11M	0.05%	300
2024 Q2	$1.56M	Buy	15,973 +10,533	+194%	+$1.1M	0.07%	244
2024 Q1	$599K	Buy	+5,440	New	+$533K	0.08%	235

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

&Partners's XMHQ Position: Q2 2026 in Review

&Partners increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 41% in Q2 2026, buying an estimated $3.73M and bringing the position to 118,745 shares worth $13.5M. The position accounts for 0.06% of the portfolio, ranked #312.

&Partners first reported a position in XMHQ in Q1 2024 and has held it in 10 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

&Partners held 118,745 shares of Invesco S&P MidCap Quality ETF worth $13.5M as of Q2 2026.
&Partners bought 34,235 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $3.73M.
Invesco S&P MidCap Quality ETF made up 0.06% of &Partners's portfolio in Q2 2026, its #312 holding.
&Partners first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 10 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.