United Asset Strategies’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

United Asset Strategies’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	$2.72M	Sell	24,101 -2,113	-8%	-$230K	0.19%	89
2026 Q1	$2.71M	Sell	26,214 -934	-3%	-$99.1K	0.22%	81
2025 Q4	$2.78M	Sell	27,148 -312	-1%	-$32.2K	0.21%	79
2025 Q3	$2.88M	Sell	27,460 -1,421	-5%	-$146K	0.23%	75
2025 Q2	$2.84M	Buy	28,881 +776	+3%	+$73.3K	0.24%	77
2025 Q1	$2.57M	Buy	28,105 +2,260	+9%	+$220K	0.24%	82
2024 Q4	$2.54M	Buy	25,845 +8,083	+46%	+$837K	0.23%	81
2024 Q3	$1.82M	Buy	17,762 +8,706	+96%	+$862K	0.17%	111
2024 Q2	$879K	Buy	9,056 +554	+7%	+$58.1K	0.09%	143
2024 Q1	$936K	Buy	+8,502	New	+$832K	0.09%	148

Other funds holding XMHQ

LPL Financial San Diego, California $445B AUM 25.58% 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

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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

United Asset Strategies's XMHQ Position: Q2 2026 in Review

United Asset Strategies reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 8.1% in Q2 2026, selling an estimated $230K and leaving 24,101 shares worth $2.72M. The position accounts for 0.19% of the portfolio, ranked #89.

United Asset Strategies first reported a position in XMHQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.88M in Q3 2025. 320 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

United Asset Strategies held 24,101 shares of Invesco S&P MidCap Quality ETF worth $2.72M as of Q2 2026.
United Asset Strategies sold 2,113 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $230K.
Invesco S&P MidCap Quality ETF made up 0.19% of United Asset Strategies's portfolio in Q2 2026, its #89 holding.
United Asset Strategies first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 10 quarters since.
United Asset Strategies's Invesco S&P MidCap Quality ETF position peaked at $2.88M in Q3 2025.
320 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.