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

PlanVest Financial’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 		$3.76M Sell
33,307
-705
-2% -$76.8K 2.51% 12
2026
Q1 		$3.52M Buy
+34,012
New +$3.61M 2.67% 9

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

PlanVest Financial's XMHQ Position: Q2 2026 in Review

PlanVest Financial reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 2.1% in Q2 2026, selling an estimated $76.8K and leaving 33,307 shares worth $3.76M. The position accounts for 2.51% of the portfolio, ranked #12.

PlanVest Financial first reported a position in XMHQ in Q1 2026 and has held it in 2 quarters since. 418 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • PlanVest Financial held 33,307 shares of Invesco S&P MidCap Quality ETF worth $3.76M as of Q2 2026.
  • PlanVest Financial sold 705 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $76.8K.
  • Invesco S&P MidCap Quality ETF made up 2.51% of PlanVest Financial's portfolio in Q2 2026, its #12 holding.
  • PlanVest Financial first reported a position in Invesco S&P MidCap Quality ETF in Q1 2026 and has held it in 2 quarters since.
  • 418 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.