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

Vista Cima 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	$3.88M	Buy	34,417 +613	+2%	+$66.8K	2.89%	14
2026 Q1	$3.49M	Sell	33,804 -13,109	-28%	-$1.39M	3.45%	12
2025 Q4	$4.8M	Buy	46,913 +2,374	+5%	+$245K	4.01%	8
2025 Q3	$4.67M	Buy	44,539 +1,967	+5%	+$202K	3.9%	5
2025 Q2	$4.18M	Buy	42,572 +985	+2%	+$93K	3.91%	8
2025 Q1	$3.81M	Buy	41,587 +2,575	+7%	+$251K	4.1%	9
2024 Q4	$3.84M	Buy	+39,012	New	+$4.04M	3.99%	8

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

Vista Cima Wealth Management's XMHQ Position: Q2 2026 in Review

Vista Cima Wealth Management increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 1.8% in Q2 2026, buying an estimated $66.8K and bringing the position to 34,417 shares worth $3.88M. The position accounts for 2.89% of the portfolio, ranked #14.

Vista Cima Wealth Management first reported a position in XMHQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.8M in Q4 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Vista Cima Wealth Management held 34,417 shares of Invesco S&P MidCap Quality ETF worth $3.88M as of Q2 2026.
Vista Cima Wealth Management bought 613 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $66.8K.
Invesco S&P MidCap Quality ETF made up 2.89% of Vista Cima Wealth Management's portfolio in Q2 2026, its #14 holding.
Vista Cima Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 7 quarters since.
Vista Cima Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $4.8M in Q4 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Vista Cima Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.