RFP
XMHQ icon

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

Root Financial 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 		– Sell
-283
Closed -$29.3K – 3227
2026
Q1 		$29.3K Sell
283
-465
-62% -$49.3K ﹤0.01% 1130
2025
Q4 		$76.6K Buy
748
+405
+118% +$41.8K ﹤0.01% 562
2025
Q3 		$36K Buy
+343
New +$35.3K ﹤0.01% 806

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

Root Financial Partners's XMHQ Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2026, closing a stake of 283 shares — an estimated $29.3K sold.

Root Financial Partners first reported a position in XMHQ in Q3 2025 and held it in 3 quarters. The position peaked at $76.6K in Q4 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 283 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $29.3K.
  • Root Financial Partners first reported a position in Invesco S&P MidCap Quality ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Invesco S&P MidCap Quality ETF position peaked at $76.6K in Q4 2025.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.