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

Precedent Wealth 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	$5.92M	Sell	52,484 -56,077	-52%	-$6.11M	0.99%	24
2026 Q1	$11.2M	Buy	108,561 +13,283	+14%	+$1.41M	2.25%	9
2025 Q4	$9.76M	Buy	95,278 +5,144	+6%	+$531K	2.05%	11
2025 Q3	$9.46M	Buy	90,134 +11,392	+14%	+$1.17M	2.08%	10
2025 Q2	$7.74M	Buy	78,742 +5,649	+8%	+$533K	1.9%	12
2025 Q1	$6.69M	Buy	73,093 +29,129	+66%	+$2.84M	1.86%	14
2024 Q4	$4.33M	Buy	+43,964	New	+$4.55M	1.41%	16

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

Precedent Wealth Partners's XMHQ Position: Q2 2026 in Review

Precedent Wealth Partners reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 52% in Q2 2026, selling an estimated $6.11M and leaving 52,484 shares worth $5.92M. The position accounts for 0.99% of the portfolio, ranked #24.

Precedent Wealth Partners first reported a position in XMHQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.2M in Q1 2026. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Precedent Wealth Partners held 52,484 shares of Invesco S&P MidCap Quality ETF worth $5.92M as of Q2 2026.
Precedent Wealth Partners sold 56,077 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $6.11M.
Invesco S&P MidCap Quality ETF made up 0.99% of Precedent Wealth Partners's portfolio in Q2 2026, its #24 holding.
Precedent Wealth Partners first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 7 quarters since.
Precedent Wealth Partners's Invesco S&P MidCap Quality ETF position peaked at $11.2M in Q1 2026.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.