Syntegra Private Wealth Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Syntegra Private Wealth Group’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	$590K	Sell	5,228 -1,524	-23%	-$166K	0.05%	105
2026 Q1	$698K	Sell	6,752 -48	-0.7%	-$5.09K	0.07%	81
2025 Q4	$696K	Sell	6,800 -931	-12%	-$96K	0.06%	79
2025 Q3	$811K	Sell	7,731 -197,732	-96%	-$20.4M	0.08%	70
2025 Q2	$20.2M	Sell	205,463 -434,835	-68%	-$41.1M	2.06%	11
2025 Q1	$58.6M	Sell	640,298 -70,335	-10%	-$6.85M	6.85%	4
2024 Q4	$70M	Buy	710,633 +13,416	+2%	+$1.39M	7.9%	4
2024 Q3	$71.5M	Buy	697,217 +29,946	+4%	+$2.97M	8.26%	4
2024 Q2	$64.7M	Buy	667,271 +10,458	+2%	+$1.1M	8.23%	5
2024 Q1	$72.3M	Buy	+656,813	New	+$64.3M	9.33%	5

Other funds holding XMHQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

KAS

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Syntegra Private Wealth Group's XMHQ Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 23% in Q2 2026, selling an estimated $166K and leaving 5,228 shares worth $590K. The position accounts for 0.05% of the portfolio, ranked #105.

Syntegra Private Wealth Group first reported a position in XMHQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $72.3M in Q1 2024. 193 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Syntegra Private Wealth Group held 5,228 shares of Invesco S&P MidCap Quality ETF worth $590K as of Q2 2026.
Syntegra Private Wealth Group sold 1,524 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $166K.
Invesco S&P MidCap Quality ETF made up 0.05% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #105 holding.
Syntegra Private Wealth Group first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 10 quarters since.
Syntegra Private Wealth Group's Invesco S&P MidCap Quality ETF position peaked at $72.3M in Q1 2024.
193 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.