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

Schrum Private 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	$223K	Buy	+2,300	New	+$250K	0.23%	105
2026 Q1	–	Sell	-2,300	Closed	-$236K	–	130
2025 Q4	$236K	Hold	2,300	–	–	0.17%	116
2025 Q3	$241K	Hold	2,300	–	–	0.18%	114
2025 Q2	$226K	Hold	2,300	–	–	0.18%	119
2025 Q1	$211K	Hold	2,300	–	–	0.19%	117
2024 Q4	$226K	Sell	2,300 -2,300	-50%	-$238K	0.19%	114
2024 Q3	$472K	Buy	4,600 +2,300	+100%	+$228K	0.24%	98
2024 Q2	$223K	Hold	2,300	–	–	0.2%	119
2024 Q1	$253K	Hold	2,300	–	–	0.23%	108
2023 Q4	$204K	Buy	+2,300	New	+$189K	0.29%	95

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

Schrum Private Wealth Management's XMHQ Position: Q2 2026 in Review

Schrum Private Wealth Management opened a new position in Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2026: 2,300 shares worth $223K. The stake represents 0.23% of the portfolio and ranks #105 among its holdings. This is a return to the name: Schrum Private Wealth Management previously reported a position in XMHQ as recently as Q4 2025.

Schrum Private Wealth Management first reported a position in XMHQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $472K in Q3 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Schrum Private Wealth Management held 2,300 shares of Invesco S&P MidCap Quality ETF worth $223K as of Q2 2026.
Invesco S&P MidCap Quality ETF was a new Schrum Private Wealth Management position in Q2 2026.
Invesco S&P MidCap Quality ETF made up 0.23% of Schrum Private Wealth Management's portfolio in Q2 2026, its #105 holding.
Schrum Private Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 10 quarters since.
Schrum Private Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $472K in Q3 2024.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.