Sequoia Financial Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Sequoia Financial 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	$278K	Hold	2,462	–	–	﹤0.01%	1731
2026 Q1	$255K	Sell	2,462 -200	-8%	-$21.2K	﹤0.01%	1664
2025 Q4	$273K	Sell	2,662 -786	-23%	-$81.1K	﹤0.01%	1612
2025 Q3	$362K	Sell	3,448 -50	-1%	-$5.15K	﹤0.01%	1299
2025 Q2	$344K	Sell	3,498 -160	-4%	-$15.1K	﹤0.01%	1190
2025 Q1	$335K	Buy	3,658 +191	+6%	+$18.6K	﹤0.01%	1015
2024 Q4	$341K	Sell	3,467 -10	-0.3%	-$1.03K	﹤0.01%	966
2024 Q3	$357K	Buy	3,477 +667	+24%	+$66.1K	﹤0.01%	895
2024 Q2	$273K	Buy	2,810 +141	+5%	+$14.8K	﹤0.01%	932
2024 Q1	$294K	Buy	+2,669	New	+$261K	﹤0.01%	871

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

Sequoia Financial Advisors's XMHQ Position: Q2 2026 in Review

Sequoia Financial Advisors held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q2 2026 at 2,462 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Sequoia Financial Advisors first reported a position in XMHQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $362K in Q3 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Sequoia Financial Advisors held 2,462 shares of Invesco S&P MidCap Quality ETF worth $278K as of Q2 2026.
Sequoia Financial Advisors 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 Sequoia Financial Advisors's portfolio in Q2 2026, its #1731 holding.
Sequoia Financial Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 10 quarters since.
Sequoia Financial Advisors's Invesco S&P MidCap Quality ETF position peaked at $362K in Q3 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.