PWA
XMHQ icon

PCG Wealth Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

PCG Wealth 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 		$14.3M Sell
126,842
-14,082
-10% -$1.53M 3.19% 4
2026
Q1 		$14.6M Buy
140,924
+82,758
+142% +$8.78M 3.68% 3
2025
Q4 		$5.96M Buy
58,166
+6,478
+13% +$668K 1.69% 17
2025
Q3 		$5.43M Buy
+51,688
New +$5.32M 1.58% 15
2025
Q2 		– Sell
-42,392
Closed -$3.88M – 137
2025
Q1 		$3.88M Sell
42,392
-8,485
-17% -$827K 1.35% 19
2024
Q4 		$5.01M Buy
50,877
+3,821
+8% +$396K 1.85% 12
2024
Q3 		$4.83M Buy
47,056
+5,199
+12% +$515K 1.86% 11
2024
Q2 		$4.06M Buy
41,857
+8,670
+26% +$909K 1.77% 14
2024
Q1 		$3.65M Buy
33,187
+2,813
+9% +$275K 1.74% 18
2023
Q4 		$2.69M Buy
30,374
+1,436
+5% +$118K 1.5% 25
2023
Q3 		$2.33M Buy
28,938
+1,952
+7% +$160K 1.53% 21
2023
Q2 		$2.18M Buy
26,986
+1,112
+4% +$83.1K 1.35% 23
2023
Q1 		$1.9M Buy
25,874
+180
+0.7% +$13.2K 1.2% 22
2022
Q4 		$1.77M Buy
25,694
+7,683
+43% +$535K 1.12% 21
2022
Q3 		$1.12M Buy
18,011
+11,311
+169% +$766K 0.4% 50
2022
Q2 		$426K Buy
6,700
+1,015
+18% +$70.5K 0.3% 55
2022
Q1 		$429K Buy
5,685
+1,980
+53% +$151K 0.27% 55
2021
Q4 		$299K Buy
+3,705
New +$296K 0.21% 63

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCG Wealth Advisors's XMHQ Position: Q2 2026 in Review

PCG Wealth Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 10% in Q2 2026, selling an estimated $1.53M and leaving 126,842 shares worth $14.3M. The position accounts for 3.19% of the portfolio, ranked #4.

PCG Wealth Advisors first reported a position in XMHQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.6M in Q1 2026. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • PCG Wealth Advisors held 126,842 shares of Invesco S&P MidCap Quality ETF worth $14.3M as of Q2 2026.
  • PCG Wealth Advisors sold 14,082 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $1.53M.
  • Invesco S&P MidCap Quality ETF made up 3.19% of PCG Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • PCG Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2021 and has held it in 18 quarters since.
  • PCG Wealth Advisors's Invesco S&P MidCap Quality ETF position peaked at $14.6M in Q1 2026.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.