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

Prota 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 		$5.53M Sell
49,037
-27,239
-36% -$2.97M 3.64% 12
2026
Q1 		$7.88M Buy
76,276
+60,803
+393% +$6.45M 5.71% 7
2025
Q4 		$1.58M Buy
+15,473
New +$1.6M 1.14% 15

Other funds holding XMHQ

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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Prota Financial's XMHQ Position: Q2 2026 in Review

Prota Financial reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 36% in Q2 2026, selling an estimated $2.97M and leaving 49,037 shares worth $5.53M. The position accounts for 3.64% of the portfolio, ranked #12.

Prota Financial first reported a position in XMHQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.88M in Q1 2026. 125 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Prota Financial held 49,037 shares of Invesco S&P MidCap Quality ETF worth $5.53M as of Q2 2026.
  • Prota Financial sold 27,239 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $2.97M.
  • Invesco S&P MidCap Quality ETF made up 3.64% of Prota Financial's portfolio in Q2 2026, its #12 holding.
  • Prota Financial first reported a position in Invesco S&P MidCap Quality ETF in Q4 2025 and has held it in 3 quarters since.
  • Prota Financial's Invesco S&P MidCap Quality ETF position peaked at $7.88M in Q1 2026.
  • 125 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.