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

Prevail Innovative 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	$16.7M	Buy	148,069 +47,183	+47%	+$5.14M	2.49%	5
2026 Q1	$10.4M	Buy	100,886 +5,253	+5%	+$557K	1.76%	6
2025 Q4	$9.79M	Buy	95,633 +22,589	+31%	+$2.33M	1.76%	7
2025 Q3	$7.67M	Buy	73,044 +9,852	+16%	+$1.01M	1.49%	7
2025 Q2	$6.21M	Sell	63,192 -31,435	-33%	-$2.97M	1.39%	12
2025 Q1	$8.66M	Buy	94,627 +24,070	+34%	+$2.35M	2.31%	4
2024 Q4	$6.95M	Buy	70,557 +29,338	+71%	+$3.04M	2.01%	9
2024 Q3	$4.23M	Buy	41,219 +16,291	+65%	+$1.61M	1.29%	20
2024 Q2	$2.42M	Buy	24,928 +2,106	+9%	+$221K	0.86%	54
2024 Q1	$2.51M	Buy	22,822 +2,919	+15%	+$286K	0.93%	30
2023 Q4	$1.77M	Buy	19,903 +484	+2%	+$39.8K	0.84%	48
2023 Q3	$1.56M	Buy	+19,419	New	+$1.6M	0.81%	52

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

Prevail Innovative Wealth Advisors's XMHQ Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 47% in Q2 2026, buying an estimated $5.14M and bringing the position to 148,069 shares worth $16.7M. The position accounts for 2.49% of the portfolio, ranked #5.

Prevail Innovative Wealth Advisors first reported a position in XMHQ in Q3 2023 and has held it in 12 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Prevail Innovative Wealth Advisors held 148,069 shares of Invesco S&P MidCap Quality ETF worth $16.7M as of Q2 2026.
Prevail Innovative Wealth Advisors bought 47,183 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $5.14M.
Invesco S&P MidCap Quality ETF made up 2.49% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Prevail Innovative Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q3 2023 and has held it in 12 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.