Richards, Merrill & Peterson’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Richards, Merrill & Peterson’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	$181K	Hold	1,604	–	–	0.06%	195
2026 Q1	$166K	Hold	1,604	–	–	0.06%	191
2025 Q4	$164K	Hold	1,604	–	–	0.06%	178
2025 Q3	$168K	Hold	1,604	–	–	0.07%	167
2025 Q2	$158K	Hold	1,604	–	–	0.07%	159
2025 Q1	$147K	Hold	1,604	–	–	0.08%	164
2024 Q4	$158K	Buy	+1,604	New	+$166K	0.08%	150

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

Richards, Merrill & Peterson's XMHQ Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q2 2026 at 1,604 shares worth $181K. The position accounts for 0.06% of the portfolio, ranked #195.

Richards, Merrill & Peterson first reported a position in XMHQ in Q4 2024 and has held it in 7 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Richards, Merrill & Peterson held 1,604 shares of Invesco S&P MidCap Quality ETF worth $181K as of Q2 2026.
Richards, Merrill & Peterson left its Invesco S&P MidCap Quality ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Quality ETF made up 0.06% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #195 holding.
Richards, Merrill & Peterson first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 7 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.