Tanglewood Legacy Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Tanglewood Legacy Advisors’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	$22.6K	Hold	200	–	–	0.01%	206
2026 Q1	$20.7K	Hold	200	–	–	0.01%	203
2025 Q4	$20.5K	Hold	200	–	–	0.01%	204
2025 Q3	$21K	Hold	200	–	–	0.01%	215
2025 Q2	$19.6K	Hold	200	–	–	0.01%	223
2025 Q1	$18.3K	Hold	200	–	–	0.01%	228
2024 Q4	$19.7K	Hold	200	–	–	0.01%	226
2024 Q3	$20.5K	Hold	200	–	–	0.01%	211
2024 Q2	$19.4K	Hold	200	–	–	0.01%	214
2024 Q1	$22K	Hold	200	–	–	0.01%	215
2023 Q4	$17.7K	Hold	200	–	–	0.01%	220
2023 Q3	$16.1K	Hold	200	–	–	0.01%	227
2023 Q2	$16.1K	Hold	200	–	–	0.01%	229
2023 Q1	$14.7K	Hold	200	–	–	0.01%	222
2022 Q4	$13.8K	Buy	+200	New	+$13.9K	0.01%	200

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

Tanglewood Legacy Advisors's XMHQ Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q2 2026 at 200 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #206.

Tanglewood Legacy Advisors first reported a position in XMHQ in Q4 2022 and has held it in 15 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Tanglewood Legacy Advisors held 200 shares of Invesco S&P MidCap Quality ETF worth $22.6K as of Q2 2026.
Tanglewood Legacy Advisors left its Invesco S&P MidCap Quality ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Quality ETF made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #206 holding.
Tanglewood Legacy Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2022 and has held it in 15 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.