Stonebridge Financial Group (Missouri)’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Stonebridge Financial Group (Missouri)’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	$370K	Sell	3,282 -1,216	-27%	-$132K	0.25%	98
2026 Q1	$465K	Buy	4,498 +5	+0.1%	+$530	0.39%	64
2025 Q4	$460K	Buy	+4,493	New	+$463K	0.4%	63

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

Stonebridge Financial Group (Missouri)'s XMHQ Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 27% in Q2 2026, selling an estimated $132K and leaving 3,282 shares worth $370K. The position accounts for 0.25% of the portfolio, ranked #98.

Stonebridge Financial Group (Missouri) first reported a position in XMHQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $465K in Q1 2026. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Stonebridge Financial Group (Missouri) held 3,282 shares of Invesco S&P MidCap Quality ETF worth $370K as of Q2 2026.
Stonebridge Financial Group (Missouri) sold 1,216 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $132K.
Invesco S&P MidCap Quality ETF made up 0.25% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #98 holding.
Stonebridge Financial Group (Missouri) first reported a position in Invesco S&P MidCap Quality ETF in Q4 2025 and has held it in 3 quarters since.
Stonebridge Financial Group (Missouri)'s Invesco S&P MidCap Quality ETF position peaked at $465K in Q1 2026.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.