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

Pension & Wealth Management 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	$3.54K	Hold	31	–	–	﹤0.01%	476
2026 Q1	$3.24K	Hold	31	–	–	﹤0.01%	451
2025 Q4	$3.2K	Hold	31	–	–	﹤0.01%	457
2025 Q3	$3.28K	Hold	31	–	–	﹤0.01%	459
2025 Q2	$3.06K	Hold	31	–	–	﹤0.01%	413
2025 Q1	$2.85K	Hold	31	–	–	﹤0.01%	406
2024 Q4	$3.06K	Buy	+31	New	+$3.21K	﹤0.01%	418

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pension & Wealth Management Advisors's XMHQ Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q2 2026 at 31 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Pension & Wealth Management Advisors first reported a position in XMHQ in Q4 2024 and has held it in 7 quarters since. 418 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Pension & Wealth Management Advisors held 31 shares of Invesco S&P MidCap Quality ETF worth $3.54K as of Q2 2026.
Pension & Wealth Management Advisors left its Invesco S&P MidCap Quality ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #476 holding.
Pension & Wealth Management Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 7 quarters since.
418 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.