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

Sheets Smith 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
2025 Q2	–	Sell	-11,400	Closed	-$1.04M	–	411
2025 Q1	$1.04M	Sell	11,400 -58	-0.5%	-$5.65K	0.13%	151
2024 Q4	$1.13M	Buy	11,458 +159	+1%	+$16.5K	0.14%	144
2024 Q3	$1.16M	Buy	11,299 +20	+0.2%	+$1.98K	0.14%	139
2024 Q2	$1.09M	Sell	11,279 -5,394	-32%	-$566K	0.13%	154
2024 Q1	$1.83M	Buy	+16,673	New	+$1.63M	0.21%	107

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sheets Smith Wealth Management's XMHQ Position: Q2 2025 in Review

Sheets Smith Wealth Management sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2025, closing a stake of 11,400 shares — an estimated $1.04M sold.

Sheets Smith Wealth Management first reported a position in XMHQ in Q1 2024 and held it in 5 quarters. The position peaked at $1.83M in Q1 2024. 395 funds tracked by Wall St. Rank hold XMHQ as of Q2 2025.

Sheets Smith Wealth Management reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2025 after selling out during the quarter.
Sheets Smith Wealth Management sold 11,400 Invesco S&P MidCap Quality ETF shares in Q2 2025, an estimated $1.04M.
Sheets Smith Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and held it in 5 quarters.
Sheets Smith Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $1.83M in Q1 2024.
395 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.