PWP
XMHQ icon

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

Principle 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 		$6.33M Sell
56,075
-1,163
-2% -$127K 0.31% 63
2026
Q1 		$5.92M Sell
57,238
-1,790
-3% -$190K 0.34% 59
2025
Q4 		$6.05M Sell
59,028
-3,448
-6% -$356K 0.34% 56
2025
Q3 		$6.56M Sell
62,476
-5,348
-8% -$550K 0.38% 49
2025
Q2 		$6.66M Sell
67,824
-4,335
-6% -$409K 0.42% 47
2025
Q1 		$6.6M Sell
72,159
-2,077
-3% -$202K 0.47% 49
2024
Q4 		$7.31M Sell
74,236
-83
-0.1% -$8.59K 0.51% 45
2024
Q3 		$7.62M Sell
74,319
-307
-0.4% -$30.4K 0.54% 46
2024
Q2 		$7.24M Buy
74,626
+6,624
+10% +$694K 0.55% 48
2024
Q1 		$7.48M Buy
68,002
+3,506
+5% +$343K 0.58% 46
2023
Q4 		$5.72M Buy
64,496
+7,109
+12% +$584K 0.49% 50
2023
Q3 		$4.62M Buy
57,387
+30,735
+115% +$2.53M 0.46% 56
2023
Q2 		$2.15M Buy
26,652
+990
+4% +$74K 0.22% 97
2023
Q1 		$1.88M Sell
25,662
-2,035
-7% -$149K 0.2% 100
2022
Q4 		$1.91M Sell
27,697
-175
-0.6% -$12.2K 0.22% 97
2022
Q3 		$1.74K Sell
27,872
-747
-3% -$50.6K 0.16% 93
2022
Q2 		$1.82M Buy
28,619
+21,250
+288% +$1.48M 0.22% 97
2022
Q1 		$557K Buy
+7,369
New +$562K 0.06% 190

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Principle Wealth Partners reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 2% in Q2 2026, selling an estimated $127K and leaving 56,075 shares worth $6.33M. The position accounts for 0.31% of the portfolio, ranked #63.

Principle Wealth Partners first reported a position in XMHQ in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.62M in Q3 2024. 287 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Principle Wealth Partners held 56,075 shares of Invesco S&P MidCap Quality ETF worth $6.33M as of Q2 2026.
  • Principle Wealth Partners sold 1,163 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $127K.
  • Invesco S&P MidCap Quality ETF made up 0.31% of Principle Wealth Partners's portfolio in Q2 2026, its #63 holding.
  • Principle Wealth Partners first reported a position in Invesco S&P MidCap Quality ETF in Q1 2022 and has held it in 18 quarters since.
  • Principle Wealth Partners's Invesco S&P MidCap Quality ETF position peaked at $7.62M in Q3 2024.
  • 287 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.