SWA
XMHQ icon

Sax Wealth Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Sax Wealth Advisors’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 		$19.3M Sell
186,619
-3,613
-2% -$393K 0.78% 25
2026
Q1 		$19.5M Sell
190,232
-1,166
-0.6% -$124K 0.94% 21
2025
Q4 		$19.6M Buy
191,398
+27,828
+17% +$2.87M 0.92% 22
2025
Q3 		$17.2M Buy
163,570
+14,046
+9% +$1.45M 0.92% 23
2025
Q2 		$14.7M Buy
149,524
+33,056
+28% +$3.12M 0.89% 24
2025
Q1 		$10.7M Buy
116,468
+17,853
+18% +$1.74M 0.76% 23
2024
Q4 		$9.71M Sell
98,615
-743
-0.7% -$76.9K 0.76% 24
2024
Q3 		$10.2M Buy
99,358
+92,888
+1,436% +$9.2M 0.91% 21
2024
Q2 		$628K Buy
+6,470
New +$678K 0.06% 123

Other funds holding XMHQ

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Sax Wealth Advisors's XMHQ Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 1.9% in Q2 2026, selling an estimated $393K and leaving 186,619 shares worth $19.3M. The position accounts for 0.78% of the portfolio, ranked #25.

Sax Wealth Advisors first reported a position in XMHQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.6M in Q4 2025. 86 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Sax Wealth Advisors held 186,619 shares of Invesco S&P MidCap Quality ETF worth $19.3M as of Q2 2026.
  • Sax Wealth Advisors sold 3,613 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $393K.
  • Invesco S&P MidCap Quality ETF made up 0.78% of Sax Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Sax Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and has held it in 9 quarters since.
  • Sax Wealth Advisors's Invesco S&P MidCap Quality ETF position peaked at $19.6M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.