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
2026 Q2	$346K	Hold	3,064	–	–	0.01%	454
2026 Q1	$317K	Hold	3,064	–	–	0.01%	457
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 $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

SageView Advisory Group's XMHQ Position: Q2 2026 in Review

SageView Advisory Group held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q2 2026 at 3,064 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #454.

SageView Advisory Group first reported a position in XMHQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $688K in Q4 2024. 432 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

SageView Advisory Group held 3,064 shares of Invesco S&P MidCap Quality ETF worth $346K as of Q2 2026.
SageView Advisory Group left its Invesco S&P MidCap Quality ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Quality ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #454 holding.
SageView Advisory Group first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 7 quarters since.
SageView Advisory Group's Invesco S&P MidCap Quality ETF position peaked at $688K in Q4 2024.
432 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.