Regal Investment Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Regal Investment 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	$1.92M	Buy	16,988 +13,109	+338%	+$1.43M	0.1%	215
2026 Q1	$401K	Sell	3,879 -938	-19%	-$99.5K	0.02%	478
2025 Q4	$493K	Buy	4,817 +955	+25%	+$98.5K	0.03%	426
2025 Q3	$405K	Buy	3,862 +444	+13%	+$45.7K	0.03%	420
2025 Q2	$336K	Buy	+3,418	New	+$323K	0.03%	404

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

Regal Investment Advisors's XMHQ Position: Q2 2026 in Review

Regal Investment Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 338% in Q2 2026, buying an estimated $1.43M and bringing the position to 16,988 shares worth $1.92M. The position accounts for 0.1% of the portfolio, ranked #215.

Regal Investment Advisors first reported a position in XMHQ in Q2 2025 and has held it in 5 quarters since. 432 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Regal Investment Advisors held 16,988 shares of Invesco S&P MidCap Quality ETF worth $1.92M as of Q2 2026.
Regal Investment Advisors bought 13,109 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $1.43M.
Invesco S&P MidCap Quality ETF made up 0.1% of Regal Investment Advisors's portfolio in Q2 2026, its #215 holding.
Regal Investment Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q2 2025 and has held it in 5 quarters since.
432 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.