SageView Advisory Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

SageView Advisory Group’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
2025 Q4	$314K	Sell	3,064 -3,040	-50%	-$314K	0.01%	477
2025 Q3	$641K	Sell	6,104 -45	-0.7%	-$4.63K	0.02%	335
2025 Q2	$638K	Sell	6,149 -843	-12%	-$79.6K	0.02%	322
2025 Q1	$640K	Buy	6,992 +2	+0%	+$195	0.03%	293
2024 Q4	$688K	Buy	+6,990	New	+$724K	0.03%	284

Other funds holding XMHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SageView Advisory Group's XMHQ Position: Q4 2025 in Review

SageView Advisory Group reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 50% in Q4 2025, selling an estimated $314K and leaving 3,064 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #477.

SageView Advisory Group first reported a position in XMHQ in Q4 2024 and has held it in 5 quarters since. The position peaked at $688K in Q4 2024. 420 funds tracked by Wall St. Rank hold XMHQ as of Q4 2025.

SageView Advisory Group held 3,064 shares of Invesco S&P MidCap Quality ETF worth $314K as of Q4 2025.
SageView Advisory Group sold 3,040 Invesco S&P MidCap Quality ETF shares in Q4 2025, an estimated $314K.
Invesco S&P MidCap Quality ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #477 holding.
SageView Advisory Group first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 5 quarters since.
SageView Advisory Group's Invesco S&P MidCap Quality ETF position peaked at $688K in Q4 2024.
420 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.