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

TrueWealth 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 Q3	$805K	Buy	7,214 +2,015	+39%	+$233K	0.18%	107
2026 Q2	$587K	Sell	5,199 -521	-9%	-$56.7K	0.13%	136
2026 Q1	$591K	Sell	5,720 -43,588	-88%	-$4.62M	0.15%	129
2025 Q4	$5.05M	Sell	49,308 -2,165	-4%	-$223K	1.31%	14
2025 Q3	$5.4M	Sell	51,473 -10,922	-18%	-$1.12M	1.46%	14
2025 Q2	$6.13M	Buy	62,395 +1,049	+2%	+$99K	1.81%	11
2025 Q1	$5.62M	Buy	61,346 +7,931	+15%	+$773K	1.84%	11
2024 Q4	$5.26M	Buy	53,415 +6,764	+14%	+$700K	1.76%	11
2024 Q3	$4.79M	Buy	+46,651	New	+$4.62M	1.6%	13

Other funds holding XMHQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

TrueWealth Advisors's XMHQ Position: Q3 2026 in Review

TrueWealth Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 39% in Q3 2026, buying an estimated $233K and bringing the position to 7,214 shares worth $805K. The position accounts for 0.18% of the portfolio, ranked #107.

TrueWealth Advisors first reported a position in XMHQ in Q3 2024 and has held it in 9 quarters since. The position peaked at $6.13M in Q2 2025. 242 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

TrueWealth Advisors held 7,214 shares of Invesco S&P MidCap Quality ETF worth $805K as of Q3 2026.
TrueWealth Advisors bought 2,015 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $233K.
Invesco S&P MidCap Quality ETF made up 0.18% of TrueWealth Advisors's portfolio in Q3 2026, its #107 holding.
TrueWealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and has held it in 9 quarters since.
TrueWealth Advisors's Invesco S&P MidCap Quality ETF position peaked at $6.13M in Q2 2025.
242 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.