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

Redwood Financial Network’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 		$461K Sell
4,085
-1,371
-25% -$149K 0.26% 108
2026
Q1 		$564K Sell
5,456
-429
-7% -$45.5K 0.37% 78
2025
Q4 		$603K Sell
5,885
-617
-9% -$63.6K 0.38% 76
2025
Q3 		$682K Sell
6,502
-433
-6% -$44.6K 0.43% 62
2025
Q2 		$681K Sell
6,935
-409
-6% -$38.6K 0.46% 56
2025
Q1 		$672K Sell
7,344
-172
-2% -$16.8K 0.51% 53
2024
Q4 		$740K Buy
7,516
+38
+0.5% +$3.93K 0.55% 49
2024
Q3 		$767K Buy
7,478
+119
+2% +$11.8K 0.6% 48
2024
Q2 		$714K Buy
7,359
+41
+0.6% +$4.3K 0.6% 48
2024
Q1 		$805K Sell
7,318
-206
-3% -$20.2K 0.7% 41
2023
Q4 		$668K Sell
7,524
-116
-2% -$9.53K 0.65% 50
2023
Q3 		$615K Sell
7,640
-1,294
-14% -$106K 0.65% 47
2023
Q2 		$721K Sell
8,934
-67
-0.7% -$5.01K 0.68% 50
2023
Q1 		$661K Buy
9,001
+472
+6% +$34.5K 0.67% 42
2022
Q4 		$589K Sell
8,529
-900
-10% -$62.7K 0.67% 48
2022
Q3 		$587K Buy
9,429
+143
+2% +$9.69K 0.67% 53
2022
Q2 		$590K Buy
9,286
+105
+1% +$7.29K 0.64% 56
2022
Q1 		$694K Buy
+9,181
New +$701K 0.64% 51

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Redwood Financial Network's XMHQ Position: Q2 2026 in Review

Redwood Financial Network reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 25% in Q2 2026, selling an estimated $149K and leaving 4,085 shares worth $461K. The position accounts for 0.26% of the portfolio, ranked #108.

Redwood Financial Network first reported a position in XMHQ in Q1 2022 and has held it in 18 quarters since. The position peaked at $805K in Q1 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Redwood Financial Network held 4,085 shares of Invesco S&P MidCap Quality ETF worth $461K as of Q2 2026.
  • Redwood Financial Network sold 1,371 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $149K.
  • Invesco S&P MidCap Quality ETF made up 0.26% of Redwood Financial Network's portfolio in Q2 2026, its #108 holding.
  • Redwood Financial Network first reported a position in Invesco S&P MidCap Quality ETF in Q1 2022 and has held it in 18 quarters since.
  • Redwood Financial Network's Invesco S&P MidCap Quality ETF position peaked at $805K in Q1 2024.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.