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

Spire 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
-383
Closed -$35.1K – 2593
2025
Q1 		$35.1K Sell
383
-33
-8% -$3.22K ﹤0.01% 1410
2024
Q4 		$41K Buy
416
+45
+12% +$4.66K ﹤0.01% 1351
2024
Q3 		$38.1K Buy
+371
New +$36.7K ﹤0.01% 1216
2024
Q2 		– Sell
-592
Closed -$65.2K – 2406
2024
Q1 		$65.2K Buy
+592
New +$58K ﹤0.01% 1125
2022
Q3 		– Sell
-2,300
Closed -$146K – 2639
2022
Q2 		$146K Sell
2,300
-2,167
-49% -$151K 0.01% 877
2022
Q1 		$337K Hold
4,467
– – 0.01% 690
2021
Q4 		$358K Sell
4,467
-2,300
-34% -$184K 0.01% 827
2021
Q3 		$514K Buy
6,767
+261
+4% +$20.2K 0.01% 580
2021
Q2 		$503K Hold
6,506
– – 0.01% 606
2021
Q1 		$495K Buy
+6,506
New +$475K 0.01% 671

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spire Wealth Management's XMHQ Position: Q2 2025 in Review

Spire Wealth Management sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2025, closing a stake of 383 shares — an estimated $35.1K sold.

Spire Wealth Management first reported a position in XMHQ in Q1 2021 and held it in 10 quarters. The position peaked at $514K in Q3 2021. 393 funds tracked by Wall St. Rank hold XMHQ as of Q2 2025.

  • Spire Wealth Management reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 383 Invesco S&P MidCap Quality ETF shares in Q2 2025, an estimated $35.1K.
  • Spire Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q1 2021 and held it in 10 quarters.
  • Spire Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $514K in Q3 2021.
  • 393 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.