Stephens Consulting’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-11,714	Closed	-$1.15M	–	1193
2025 Q2	$1.15M	Sell	11,714 -26,706	-70%	-$2.52M	0.27%	40
2025 Q1	$3.52M	Buy	38,420 +3,899	+11%	+$380K	0.88%	16
2024 Q4	$3.4M	Buy	34,521 +3,928	+13%	+$407K	0.85%	20
2024 Q3	$3.14M	Buy	30,593 +4,850	+19%	+$480K	0.8%	21
2024 Q2	$2.5M	Buy	+25,743	New	+$2.7M	0.71%	22

Other funds holding XMHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stephens Consulting's XMHQ Position: Q3 2025 in Review

Stephens Consulting sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q3 2025, closing a stake of 11,714 shares — an estimated $1.15M sold.

Stephens Consulting first reported a position in XMHQ in Q2 2024 and held it in 5 quarters. The position peaked at $3.52M in Q1 2025. 395 funds tracked by Wall St. Rank hold XMHQ as of Q3 2025.

Stephens Consulting reported no remaining Invesco S&P MidCap Quality ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 11,714 Invesco S&P MidCap Quality ETF shares in Q3 2025, an estimated $1.15M.
Stephens Consulting first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and held it in 5 quarters.
Stephens Consulting's Invesco S&P MidCap Quality ETF position peaked at $3.52M in Q1 2025.
395 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.