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

Schwallier 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	$423K	Sell	3,751 -123	-3%	-$13.4K	0.27%	44
2026 Q1	$401K	Sell	3,874 -149	-4%	-$15.8K	0.29%	37
2025 Q4	$428K	Sell	4,023 -75	-2%	-$7.74K	0.27%	33
2025 Q3	$430K	Sell	4,098 -5,949	-59%	-$612K	0.27%	30
2025 Q2	$987K	Sell	10,047 -5,027	-33%	-$475K	0.6%	17
2025 Q1	$1.38M	Sell	15,074 -100,519	-87%	-$9.8M	1.02%	16
2024 Q4	$11.4M	Buy	115,593 +3,210	+3%	+$332K	8.66%	4
2024 Q3	$11.5M	Buy	112,383 +6,512	+6%	+$645K	8.25%	4
2024 Q2	$10.3M	Buy	105,871 +2,911	+3%	+$305K	8.35%	5
2024 Q1	$11.3M	Sell	102,960 -9,834	-9%	-$963K	9.13%	4
2023 Q4	$10M	Buy	+112,794	New	+$9.27M	8.29%	5

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

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

Schwallier Wealth Management reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 3.2% in Q2 2026, selling an estimated $13.4K and leaving 3,751 shares worth $423K. The position accounts for 0.27% of the portfolio, ranked #44.

Schwallier Wealth Management first reported a position in XMHQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.5M in Q3 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Schwallier Wealth Management held 3,751 shares of Invesco S&P MidCap Quality ETF worth $423K as of Q2 2026.
Schwallier Wealth Management sold 123 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $13.4K.
Invesco S&P MidCap Quality ETF made up 0.27% of Schwallier Wealth Management's portfolio in Q2 2026, its #44 holding.
Schwallier Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 11 quarters since.
Schwallier Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $11.5M in Q3 2024.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.