Sagace Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Sagace Wealth Management’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	$3.98M	Buy	35,291 +133	+0.4%	+$14.5K	2.5%	14
2026 Q1	$3.63M	Sell	35,158 -565	-2%	-$59.9K	2.44%	16
2025 Q4	$3.66M	Buy	35,723 +132	+0.4%	+$13.6K	2.48%	16
2025 Q3	$3.74M	Buy	35,591 +212	+0.6%	+$21.8K	2.54%	16
2025 Q2	$3.48M	Sell	35,379 -3,724	-10%	-$352K	2.6%	15
2025 Q1	$3.58M	Sell	39,103 -62	-0.2%	-$6.04K	2.7%	13
2024 Q4	$3.86M	Sell	39,165 -34,894	-47%	-$3.61M	2.88%	12
2024 Q3	$7.74M	Buy	74,059 +18,651	+34%	+$1.85M	5.97%	3
2024 Q2	$5.56M	Buy	+55,408	New	+$5.81M	5.44%	3

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

Sagace Wealth Management's XMHQ Position: Q2 2026 in Review

Sagace Wealth Management increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.38% in Q2 2026, buying an estimated $14.5K and bringing the position to 35,291 shares worth $3.98M. The position accounts for 2.5% of the portfolio, ranked #14.

Sagace Wealth Management first reported a position in XMHQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.74M in Q3 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Sagace Wealth Management held 35,291 shares of Invesco S&P MidCap Quality ETF worth $3.98M as of Q2 2026.
Sagace Wealth Management bought 133 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $14.5K.
Invesco S&P MidCap Quality ETF made up 2.5% of Sagace Wealth Management's portfolio in Q2 2026, its #14 holding.
Sagace Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and has held it in 9 quarters since.
Sagace Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $7.74M in Q3 2024.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.