Sowell Financial Services’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Sowell Financial Services’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	$14.2M	Buy	125,775 +2,224	+2%	+$242K	0.46%	36
2026 Q1	$12.8M	Buy	123,551 +4,507	+4%	+$478K	0.47%	38
2025 Q4	$12.2M	Buy	119,044 +4,662	+4%	+$481K	0.45%	41
2025 Q3	$12M	Buy	114,382 +1,996	+2%	+$205K	0.46%	40
2025 Q2	$11M	Sell	112,386 -4,167	-4%	-$393K	0.45%	42
2025 Q1	$10.7M	Sell	116,553 -6,701	-5%	-$653K	0.49%	37
2024 Q4	$12.1M	Sell	123,254 -1,313	-1%	-$136K	0.64%	30
2024 Q3	$12.8M	Sell	124,567 -9,363	-7%	-$927K	0.59%	32
2024 Q2	$13M	Sell	133,930 -2,370	-2%	-$248K	0.62%	30
2024 Q1	$15M	Sell	136,300 -13,602	-9%	-$1.33M	0.71%	24
2023 Q4	$13.3M	Buy	149,902 +47,986	+47%	+$3.94M	0.72%	22
2023 Q3	$8.21M	Buy	+101,916	New	+$8.38M	0.52%	40
2021 Q2	–	Sell	-100	Closed	-$8K	–	2777
2021 Q1	$8K	Buy	+100	New	+$7.3K	﹤0.01%	2426

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

Sowell Financial Services's XMHQ Position: Q2 2026 in Review

Sowell Financial Services increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 1.8% in Q2 2026, buying an estimated $242K and bringing the position to 125,775 shares worth $14.2M. The position accounts for 0.46% of the portfolio, ranked #36.

Sowell Financial Services first reported a position in XMHQ in Q1 2021 and has held it in 13 quarters since. The position peaked at $15M in Q1 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Sowell Financial Services held 125,775 shares of Invesco S&P MidCap Quality ETF worth $14.2M as of Q2 2026.
Sowell Financial Services bought 2,224 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $242K.
Invesco S&P MidCap Quality ETF made up 0.46% of Sowell Financial Services's portfolio in Q2 2026, its #36 holding.
Sowell Financial Services first reported a position in Invesco S&P MidCap Quality ETF in Q1 2021 and has held it in 13 quarters since.
Sowell Financial Services's Invesco S&P MidCap Quality ETF position peaked at $15M in Q1 2024.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.