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Ullmann Wealth Partners Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Ullmann Wealth Partners 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 		$389K Buy
3,450
+4
+0.1% +$436 0.04% 123
2026
Q1 		$356K Sell
3,446
-123
-3% -$13K 0.04% 119
2025
Q4 		$366K Hold
3,569
– – 0.04% 118
2025
Q3 		$375K Buy
3,569
+4
+0.1% +$412 0.04% 117
2025
Q2 		$350K Buy
3,565
+5
+0.1% +$472 0.04% 111
2025
Q1 		$326K Sell
3,560
-2,927
-45% -$285K 0.04% 110
2024
Q4 		$639K Buy
6,487
+7
+0.1% +$725 0.08% 78
2024
Q3 		$665K Buy
6,480
+5
+0.1% +$495 0.09% 74
2024
Q2 		$628K Buy
6,475
+1,236
+24% +$130K 0.09% 64
2024
Q1 		$577K Buy
5,239
+4
+0.1% +$392 0.09% 64
2023
Q4 		$464K Buy
5,235
+4
+0.1% +$329 0.08% 68
2023
Q3 		$421K Buy
5,231
+4
+0.1% +$329 0.08% 66
2023
Q2 		$422K Buy
5,227
+4
+0.1% +$299 0.08% 64
2023
Q1 		$383K Buy
5,223
+7
+0.1% +$512 0.09% 59
2022
Q4 		$360K Buy
5,216
+11
+0.2% +$767 0.09% 56
2022
Q3 		$324K Sell
5,205
-286
-5% -$19.4K 0.09% 57
2022
Q2 		$349K Buy
5,491
+1
+0% +$69 0.09% 60
2022
Q1 		$415K Buy
5,490
+2
+0% +$153 0.11% 55
2021
Q4 		$440K Buy
5,488
+1
+0% +$80 0.12% 52
2021
Q3 		$417K Sell
5,487
-80
-1% -$6.19K 0.16% 50
2021
Q2 		$431K Sell
5,567
-89
-2% -$6.93K 0.18% 51
2021
Q1 		$431K Sell
5,656
-145
-2% -$10.6K 0.19% 46
2020
Q4 		$389K Buy
5,801
+2
+0% +$124 0.19% 48
2020
Q3 		$317K Sell
5,799
-211
-4% -$11.6K 0.18% 52
2020
Q2 		$317K Buy
6,010
+1
+0% +$48 0.2% 50
2020
Q1 		$247K Buy
6,009
+1
+0% +$50 0.19% 47
2019
Q4 		$323K Sell
6,008
-355
-6% -$18.3K 0.2% 42
2019
Q3 		$317K Buy
6,363
+3
+0% +$150 0.2% 44
2019
Q2 		$317K Buy
6,360
+2
+0% +$99 0.2% 45
2019
Q1 		$316K Sell
6,358
-800
-11% -$38.1K 0.2% 42
2018
Q4 		$306K Hold
7,158
– – 0.23% 38
2018
Q3 		$365K Sell
7,158
-400
-5% -$20.2K 0.24% 36
2018
Q2 		$371K Buy
+7,558
New +$364K 0.26% 32

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

Ullmann Wealth Partners Group's XMHQ Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.12% in Q2 2026, buying an estimated $436 and bringing the position to 3,450 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #123.

Ullmann Wealth Partners Group first reported a position in XMHQ in Q2 2018 and has held it in 33 quarters since. The position peaked at $665K in Q3 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Ullmann Wealth Partners Group held 3,450 shares of Invesco S&P MidCap Quality ETF worth $389K as of Q2 2026.
  • Ullmann Wealth Partners Group bought 4 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $436.
  • Invesco S&P MidCap Quality ETF made up 0.04% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #123 holding.
  • Ullmann Wealth Partners Group first reported a position in Invesco S&P MidCap Quality ETF in Q2 2018 and has held it in 33 quarters since.
  • Ullmann Wealth Partners Group's Invesco S&P MidCap Quality ETF position peaked at $665K in Q3 2024.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.