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USAdvisors Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

USAdvisors Wealth Management’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 		$7.81M Sell
69,211
-2,619
-4% -$285K 2.24% 11
2026
Q1 		$7.22M Buy
71,830
+914
+1% +$97K 2.4% 10
2025
Q4 		$7.26M Buy
70,916
+2,090
+3% +$216K 2.39% 9
2025
Q3 		$7.22M Buy
68,826
+3,329
+5% +$343K 2.49% 8
2025
Q2 		$6.44M Sell
65,497
-227
-0.3% -$21.4K 2.39% 8
2025
Q1 		$6.01M Buy
65,724
+160
+0.2% +$15.6K 2.1% 11
2024
Q4 		$6.46M Buy
65,564
+54
+0.1% +$5.59K 2.1% 12
2024
Q3 		$6.71M Buy
65,510
+3,528
+6% +$349K 2.35% 9
2024
Q2 		$6.01M Buy
61,982
+2,551
+4% +$267K 2.12% 11
2024
Q1 		$6.52M Buy
59,431
+8,024
+16% +$786K 2.46% 8
2023
Q4 		$4.56M Buy
51,407
+7,381
+17% +$606K 1.89% 20
2023
Q3 		$3.54M Buy
44,026
+22,804
+107% +$1.87M 1.58% 24
2023
Q2 		$1.72M Buy
21,222
+2,477
+13% +$185K 0.81% 34
2023
Q1 		$1.38M Buy
18,745
+92
+0.5% +$6.72K 0.66% 40
2022
Q4 		$1.29M Buy
18,653
+1,005
+6% +$70K 0.62% 43
2022
Q3 		$1.1M Buy
17,648
+755
+4% +$51.1K 0.56% 45
2022
Q2 		$1.07M Sell
16,893
-3
-0% -$208 0.54% 45
2022
Q1 		$1.28M Buy
16,896
+1,078
+7% +$82.3K 0.54% 44
2021
Q4 		$1.27M Buy
15,818
+337
+2% +$26.9K 0.52% 44
2021
Q3 		$1.18M Buy
15,481
+225
+1% +$17.4K 0.51% 44
2021
Q2 		$1.18M Buy
15,256
+1,361
+10% +$106K 0.64% 41
2021
Q1 		$1.06M Buy
13,895
+2,812
+25% +$205K 0.51% 47
2020
Q4 		$758K Buy
+11,083
New +$686K 0.36% 49

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

USAdvisors Wealth Management's XMHQ Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 3.6% in Q2 2026, selling an estimated $285K and leaving 69,211 shares worth $7.81M. The position accounts for 2.24% of the portfolio, ranked #11.

USAdvisors Wealth Management first reported a position in XMHQ in Q4 2020 and has held it in 23 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • USAdvisors Wealth Management held 69,211 shares of Invesco S&P MidCap Quality ETF worth $7.81M as of Q2 2026.
  • USAdvisors Wealth Management sold 2,619 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $285K.
  • Invesco S&P MidCap Quality ETF made up 2.24% of USAdvisors Wealth Management's portfolio in Q2 2026, its #11 holding.
  • USAdvisors Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2020 and has held it in 23 quarters since.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.