Stifel Financial
XMHQ icon

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

Stifel Financial’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 		$17.9M Sell
159,000
-25
-0% -$2.72K 0.01% 730
2026
Q1 		$16.4M Sell
159,025
-282,268
-64% -$29.9M 0.02% 720
2025
Q4 		$45.2M Sell
441,293
-8,435
-2% -$870K 0.04% 381
2025
Q3 		$47.2M Buy
449,728
+3,984
+0.9% +$410K 0.04% 371
2025
Q2 		$43.8M Sell
445,744
-1,444,233
-76% -$136M 0.04% 374
2025
Q1 		$173M Buy
1,889,977
+91,711
+5% +$8.94M 0.18% 121
2024
Q4 		$177M Buy
1,798,266
+129,365
+8% +$13.4M 0.18% 126
2024
Q3 		$171M Buy
1,668,901
+124,140
+8% +$12.3M 0.18% 129
2024
Q2 		$150M Sell
1,544,761
-23,566
-2% -$2.47M 0.17% 134
2024
Q1 		$173M Sell
1,568,327
-14,432
-0.9% -$1.41M 0.2% 118
2023
Q4 		$140M Buy
1,582,759
+544,342
+52% +$44.7M 0.18% 130
2023
Q3 		$83.6M Sell
1,038,417
-2,340
-0.2% -$192K 0.12% 190
2023
Q2 		$84M Buy
1,040,757
+903,980
+661% +$67.6M 0.11% 190
2023
Q1 		$10M Buy
136,777
+110,429
+419% +$8.07M 0.01% 689
2022
Q4 		$1.82M Buy
+26,348
New +$1.84M ﹤0.01% 1588

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial's XMHQ Position: Q2 2026 in Review

Stifel Financial reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.02% in Q2 2026, selling an estimated $2.72K and leaving 159,000 shares worth $17.9M. The position accounts for 0.01% of the portfolio, ranked #730.

Stifel Financial first reported a position in XMHQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $177M in Q4 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Stifel Financial held 159,000 shares of Invesco S&P MidCap Quality ETF worth $17.9M as of Q2 2026.
  • Stifel Financial sold 25 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $2.72K.
  • Invesco S&P MidCap Quality ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #730 holding.
  • Stifel Financial first reported a position in Invesco S&P MidCap Quality ETF in Q4 2022 and has held it in 15 quarters since.
  • Stifel Financial's Invesco S&P MidCap Quality ETF position peaked at $177M in Q4 2024.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.