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 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

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

TrueWealth Advisors's XMHQ Position: Q2 2026 in Review

TrueWealth Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 9.1% in Q2 2026, selling an estimated $56.7K and leaving 5,199 shares worth $587K. The position accounts for 0.13% of the portfolio, ranked #136.

TrueWealth Advisors first reported a position in XMHQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.13M in Q2 2025. 191 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

TrueWealth Advisors held 5,199 shares of Invesco S&P MidCap Quality ETF worth $587K as of Q2 2026.
TrueWealth Advisors sold 521 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $56.7K.
Invesco S&P MidCap Quality ETF made up 0.13% of TrueWealth Advisors's portfolio in Q2 2026, its #136 holding.
TrueWealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and has held it in 8 quarters since.
TrueWealth Advisors's Invesco S&P MidCap Quality ETF position peaked at $6.13M in Q2 2025.
191 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.