Secure Asset Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Secure Asset 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	$665K	Sell	5,888 -312	-5%	-$34K	0.09%	159
2026 Q1	$641K	Sell	6,200 -4,736	-43%	-$502K	0.1%	155
2025 Q4	$1.12M	Sell	10,936 -9,754	-47%	-$1.01M	0.18%	123
2025 Q3	$2.18M	Sell	20,690 -287	-1%	-$29.5K	0.36%	73
2025 Q2	$2.06M	Sell	20,977 -1,656	-7%	-$156K	0.38%	72
2025 Q1	$2.07M	Sell	22,633 -68,459	-75%	-$6.67M	0.42%	77
2024 Q4	$8.97M	Buy	91,092 +8,994	+11%	+$931K	1.36%	11
2024 Q3	$8.42M	Buy	82,098 +178	+0.2%	+$17.6K	1.42%	10
2024 Q2	$7.95M	Buy	81,920 +7,018	+9%	+$736K	1.5%	11
2024 Q1	$8.24M	Buy	+74,902	New	+$7.33M	1.94%	9

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

Secure Asset Management's XMHQ Position: Q2 2026 in Review

Secure Asset Management reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 5% in Q2 2026, selling an estimated $34K and leaving 5,888 shares worth $665K. The position accounts for 0.09% of the portfolio, ranked #159.

Secure Asset Management first reported a position in XMHQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.97M in Q4 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Secure Asset Management held 5,888 shares of Invesco S&P MidCap Quality ETF worth $665K as of Q2 2026.
Secure Asset Management sold 312 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $34K.
Invesco S&P MidCap Quality ETF made up 0.09% of Secure Asset Management's portfolio in Q2 2026, its #159 holding.
Secure Asset Management first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 10 quarters since.
Secure Asset Management's Invesco S&P MidCap Quality ETF position peaked at $8.97M in Q4 2024.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.