Principal Securities’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Principal Securities’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	$2.13M	Sell	18,861 -39,244	-68%	-$4.27M	0.03%	524
2026 Q1	$6.01M	Sell	58,105 -8,953	-13%	-$950K	0.09%	217
2025 Q4	$6.87M	Buy	67,058 +1,338	+2%	+$138K	0.11%	181
2025 Q3	$6.9M	Sell	65,720 -4,220	-6%	-$434K	0.11%	171
2025 Q2	$6.87M	Buy	69,940 +8,935	+15%	+$844K	0.13%	150
2025 Q1	$6.01M	Hold	61,005	–	–	0.13%	142
2024 Q4	$6.01M	Buy	61,005 +1,627	+3%	+$168K	0.14%	141
2024 Q3	$6.09M	Buy	59,378 +24,467	+70%	+$2.42M	0.15%	131
2024 Q2	$3.39M	Sell	34,911 -58,548	-63%	-$6.14M	0.09%	205
2024 Q1	$10.3M	Buy	93,459 +32,188	+53%	+$3.15M	0.32%	65
2023 Q4	$5.44M	Buy	+61,271	New	+$5.03M	0.2%	105

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

Principal Securities's XMHQ Position: Q2 2026 in Review

Principal Securities reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 68% in Q2 2026, selling an estimated $4.27M and leaving 18,861 shares worth $2.13M. The position accounts for 0.03% of the portfolio, ranked #524.

Principal Securities first reported a position in XMHQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.3M in Q1 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Principal Securities held 18,861 shares of Invesco S&P MidCap Quality ETF worth $2.13M as of Q2 2026.
Principal Securities sold 39,244 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $4.27M.
Invesco S&P MidCap Quality ETF made up 0.03% of Principal Securities's portfolio in Q2 2026, its #524 holding.
Principal Securities first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Invesco S&P MidCap Quality ETF position peaked at $10.3M in Q1 2024.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.