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TrueMark Investments’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

TrueMark Investments’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
2025
Q2 		– Sell
-5,766
Closed -$528K – 225
2025
Q1 		$528K Buy
+5,766
New +$562K 0.14% 111
2024
Q4 		– Sell
-27,089
Closed -$2.78M – 255
2024
Q3 		$2.78M Buy
+27,089
New +$2.68M 0.89% 45

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TrueMark Investments's XMHQ Position: Q2 2025 in Review

TrueMark Investments sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2025, closing a stake of 5,766 shares — an estimated $528K sold.

TrueMark Investments first reported a position in XMHQ in Q3 2024 and held it in 2 quarters. The position peaked at $2.78M in Q3 2024. 393 funds tracked by Wall St. Rank hold XMHQ as of Q2 2025.

  • TrueMark Investments reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2025 after selling out during the quarter.
  • TrueMark Investments sold 5,766 Invesco S&P MidCap Quality ETF shares in Q2 2025, an estimated $528K.
  • TrueMark Investments first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and held it in 2 quarters.
  • TrueMark Investments's Invesco S&P MidCap Quality ETF position peaked at $2.78M in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2025.

Based on TrueMark Investments's 13F filing for Q2 2025, filed 29 Jul 2025.