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

Pearl Planning’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 		$780K Buy
6,907
+127
+2% +$13.8K 0.36% 29
2026
Q1 		$701K Sell
6,780
-2,724
-29% -$289K 0.37% 30
2025
Q4 		$973K Buy
+9,504
New +$980K 0.6% 22

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

Pearl Planning's XMHQ Position: Q2 2026 in Review

Pearl Planning increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 1.9% in Q2 2026, buying an estimated $13.8K and bringing the position to 6,907 shares worth $780K. The position accounts for 0.36% of the portfolio, ranked #29.

Pearl Planning first reported a position in XMHQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $973K in Q4 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Pearl Planning held 6,907 shares of Invesco S&P MidCap Quality ETF worth $780K as of Q2 2026.
  • Pearl Planning bought 127 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $13.8K.
  • Invesco S&P MidCap Quality ETF made up 0.36% of Pearl Planning's portfolio in Q2 2026, its #29 holding.
  • Pearl Planning first reported a position in Invesco S&P MidCap Quality ETF in Q4 2025 and has held it in 3 quarters since.
  • Pearl Planning's Invesco S&P MidCap Quality ETF position peaked at $973K in Q4 2025.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Pearl Planning's 13F filing for Q2 2026, filed 21 Jul 2026.