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

Summit 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 		$642K Buy
5,689
+324
+6% +$35.3K 0.01% 1004
2026
Q1 		$555K Sell
5,365
-322
-6% -$34.2K 0.01% 962
2025
Q4 		$582K Sell
5,687
-549
-9% -$56.6K 0.01% 836
2025
Q3 		$655K Buy
+6,236
New +$642K 0.01% 790

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

Summit Financial's XMHQ Position: Q2 2026 in Review

Summit Financial increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 6% in Q2 2026, buying an estimated $35.3K and bringing the position to 5,689 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #1004.

Summit Financial first reported a position in XMHQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $655K in Q3 2025. 432 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Summit Financial held 5,689 shares of Invesco S&P MidCap Quality ETF worth $642K as of Q2 2026.
  • Summit Financial bought 324 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $35.3K.
  • Invesco S&P MidCap Quality ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1004 holding.
  • Summit Financial first reported a position in Invesco S&P MidCap Quality ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Invesco S&P MidCap Quality ETF position peaked at $655K in Q3 2025.
  • 432 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

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