Twin Peaks Wealth Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Twin Peaks Wealth 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	$506K	Sell	4,484 -450	-9%	-$49K	0.11%	121
2026 Q1	$510K	Sell	4,934 -8	-0.2%	-$849	0.13%	110
2025 Q4	$538K	Sell	4,942 -188	-4%	-$19.4K	0.16%	99
2025 Q3	$538K	Sell	5,130 -185	-3%	-$19K	0.18%	97
2025 Q2	$545K	Sell	5,315 -435	-8%	-$41.1K	0.18%	87
2025 Q1	$511K	Sell	5,750 -530	-8%	-$51.7K	0.23%	80
2024 Q4	$618K	Sell	6,280 -106	-2%	-$11K	0.26%	69
2024 Q3	$655K	Sell	6,386 -168	-3%	-$16.6K	0.3%	67
2024 Q2	$636K	Sell	6,554 -346	-5%	-$36.3K	0.32%	63
2024 Q1	$759K	Sell	6,900 -105	-1%	-$10.3K	0.42%	50
2023 Q4	$621K	Buy	+7,005	New	+$575K	0.4%	54

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

Twin Peaks Wealth Advisors's XMHQ Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 9.1% in Q2 2026, selling an estimated $49K and leaving 4,484 shares worth $506K. The position accounts for 0.11% of the portfolio, ranked #121.

Twin Peaks Wealth Advisors first reported a position in XMHQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $759K in Q1 2024. 432 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Twin Peaks Wealth Advisors held 4,484 shares of Invesco S&P MidCap Quality ETF worth $506K as of Q2 2026.
Twin Peaks Wealth Advisors sold 450 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $49K.
Invesco S&P MidCap Quality ETF made up 0.11% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #121 holding.
Twin Peaks Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 11 quarters since.
Twin Peaks Wealth Advisors's Invesco S&P MidCap Quality ETF position peaked at $759K in Q1 2024.
432 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.