Spectrum Wealth Advisory Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Spectrum Wealth Advisory Group’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 Q3	$6.27M	Buy	56,119 +11	+0%	+$1.27K	1.77%	16
2026 Q2	$6.33M	Sell	56,108 -653	-1%	-$71.1K	1.8%	13
2026 Q1	$5.87M	Sell	56,761 -1,419	-2%	-$151K	2.18%	12
2025 Q4	$5.96M	Sell	58,180 -1,936	-3%	-$200K	2.19%	14
2025 Q3	$6.31M	Sell	60,116 -146,475	-71%	-$15.1M	2.6%	12
2025 Q2	$20.3M	Buy	206,591 +106,332	+106%	+$10M	9.44%	3
2025 Q1	$9.18M	Sell	100,259 -23,386	-19%	-$2.28M	4.4%	8
2024 Q4	$12.2M	Buy	123,645 +20,867	+20%	+$2.16M	5.74%	6
2024 Q3	$10.5M	Buy	+102,778	New	+$10.2M	5.91%	6

Other funds holding XMHQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Straightline Group Troy, Michigan $139M AUM 2.92% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Spectrum Wealth Advisory Group's XMHQ Position: Q3 2026 in Review

Spectrum Wealth Advisory Group increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.02% in Q3 2026, buying an estimated $1.27K and bringing the position to 56,119 shares worth $6.27M. The position accounts for 1.77% of the portfolio, ranked #16.

Spectrum Wealth Advisory Group first reported a position in XMHQ in Q3 2024 and has held it in 9 quarters since. The position peaked at $20.3M in Q2 2025. 290 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

Spectrum Wealth Advisory Group held 56,119 shares of Invesco S&P MidCap Quality ETF worth $6.27M as of Q3 2026.
Spectrum Wealth Advisory Group bought 11 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $1.27K.
Invesco S&P MidCap Quality ETF made up 1.77% of Spectrum Wealth Advisory Group's portfolio in Q3 2026, its #16 holding.
Spectrum Wealth Advisory Group first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and has held it in 9 quarters since.
Spectrum Wealth Advisory Group's Invesco S&P MidCap Quality ETF position peaked at $20.3M in Q2 2025.
290 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.