UBS Group
XMHQ icon

UBS Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

UBS Group’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 		$20M Sell
177,006
-2,625
-1% -$286K ﹤0.01% 2681
2026
Q1 		$18.6M Sell
179,631
-1,107
-0.6% -$117K ﹤0.01% 2677
2025
Q4 		$18.5M Sell
180,738
-7,313
-4% -$754K ﹤0.01% 2656
2025
Q3 		$19.7M Sell
188,051
-22,984
-11% -$2.37M ﹤0.01% 2584
2025
Q2 		$20.7M Buy
211,035
+2,271
+1% +$214K ﹤0.01% 2316
2025
Q1 		$19.1M Sell
208,764
-74,384
-26% -$7.25M ﹤0.01% 2375
2024
Q4 		$27.9M Buy
283,148
+50,666
+22% +$5.25M 0.01% 1985
2024
Q3 		$23.8M Sell
232,482
-51,512
-18% -$5.1M 0.01% 1679
2024
Q2 		$27.6M Buy
283,994
+39,072
+16% +$4.1M 0.01% 1435
2024
Q1 		$27M Buy
244,922
+65,633
+37% +$6.43M 0.01% 1460
2023
Q4 		$15.9M Sell
179,289
-2,626
-1% -$216K ﹤0.01% 1746
2023
Q3 		$14.7M Buy
+181,915
New +$14.9M 0.01% 1700
2023
Q2 		– Sell
-414
Closed -$30.4K – 9743
2023
Q1 		$30.4K Sell
414
-625
-60% -$45.7K ﹤0.01% 6790
2022
Q4 		$71.8K Buy
1,039
+451
+77% +$31.4K ﹤0.01% 6422
2022
Q3 		$37K Buy
588
+48
+9% +$3.25K ﹤0.01% 6645
2022
Q2 		$34K Sell
540
-271
-33% -$18.8K ﹤0.01% 6275
2022
Q1 		$61K Sell
811
-905
-53% -$69.1K ﹤0.01% 6297
2021
Q4 		$138K Buy
1,716
+1,388
+423% +$111K ﹤0.01% 6003
2021
Q3 		$25K Buy
+328
New +$25.4K ﹤0.01% 6930
2021
Q2 		– Sell
-122
Closed -$9K – 9882
2021
Q1 		$9K Buy
+122
New +$8.91K ﹤0.01% 8025
2020
Q3 		– Sell
-704
Closed -$37K – 8458
2020
Q2 		$37K Sell
704
-896
-56% -$43.1K ﹤0.01% 6124
2020
Q1 		$66K Sell
1,600
-299
-16% -$14.9K ﹤0.01% 5609
2019
Q4 		$102K Sell
1,899
-467
-20% -$24.1K ﹤0.01% 5999
2019
Q3 		$118K Sell
2,366
-11,450
-83% -$571K ﹤0.01% 5666
2019
Q2 		$689K Sell
13,816
-3,953
-22% -$196K ﹤0.01% 4048
2019
Q1 		$883K Sell
17,769
-1,634
-8% -$77.9K ﹤0.01% 3678
2018
Q4 		$830K Buy
19,403
+12,137
+167% +$563K ﹤0.01% 3849
2018
Q3 		$371K Sell
7,266
-359
-5% -$18.1K ﹤0.01% 4620
2018
Q2 		$375K Buy
+7,625
New +$368K ﹤0.01% 4525

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group's XMHQ Position: Q2 2026 in Review

UBS Group reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 1.5% in Q2 2026, selling an estimated $286K and leaving 177,006 shares worth $20M. The position accounts for ﹤0.01% of the portfolio, ranked #2681.

UBS Group first reported a position in XMHQ in Q2 2018 and has held it in 29 quarters since. The position peaked at $27.9M in Q4 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • UBS Group held 177,006 shares of Invesco S&P MidCap Quality ETF worth $20M as of Q2 2026.
  • UBS Group sold 2,625 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $286K.
  • Invesco S&P MidCap Quality ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2681 holding.
  • UBS Group first reported a position in Invesco S&P MidCap Quality ETF in Q2 2018 and has held it in 29 quarters since.
  • UBS Group's Invesco S&P MidCap Quality ETF position peaked at $27.9M in Q4 2024.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.