Truist Financial’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Truist Financial’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	$1.48M	Buy	13,119 +545	+4%	+$59.4K	﹤0.01%	1547
2026 Q1	$1.3M	Buy	12,574 +1,254	+11%	+$133K	﹤0.01%	1565
2025 Q4	$1.16M	Buy	11,320 +360	+3%	+$37.1K	﹤0.01%	1583
2025 Q3	$1.15M	Buy	10,960 +271	+3%	+$27.9K	﹤0.01%	1603
2025 Q2	$1.05M	Sell	10,689 -6,453	-38%	-$609K	﹤0.01%	1579
2025 Q1	$1.57M	Sell	17,142 -13,039	-43%	-$1.27M	﹤0.01%	1329
2024 Q4	$2.97M	Buy	30,181 +487	+2%	+$50.4K	﹤0.01%	1058
2024 Q3	$3.05M	Buy	29,694 +8,203	+38%	+$812K	﹤0.01%	1052
2024 Q2	$2.09M	Buy	21,491 +15,590	+264%	+$1.63M	﹤0.01%	1252
2024 Q1	$649K	Buy	5,901 +1,742	+42%	+$171K	﹤0.01%	1827
2023 Q4	$369K	Buy	4,159 +201	+5%	+$16.5K	﹤0.01%	2166
2023 Q3	$319K	Buy	3,958 +534	+16%	+$43.9K	﹤0.01%	2199
2023 Q2	$276K	Sell	3,424 -797	-19%	-$59.6K	﹤0.01%	2290
2023 Q1	$310K	Buy	+4,221	New	+$309K	﹤0.01%	2246

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

Truist Financial's XMHQ Position: Q2 2026 in Review

Truist Financial increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 4.3% in Q2 2026, buying an estimated $59.4K and bringing the position to 13,119 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Truist Financial first reported a position in XMHQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.05M in Q3 2024. 432 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Truist Financial held 13,119 shares of Invesco S&P MidCap Quality ETF worth $1.48M as of Q2 2026.
Truist Financial bought 545 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $59.4K.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1547 holding.
Truist Financial first reported a position in Invesco S&P MidCap Quality ETF in Q1 2023 and has held it in 14 quarters since.
Truist Financial's Invesco S&P MidCap Quality ETF position peaked at $3.05M in Q3 2024.
432 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.