Waverly Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Waverly Advisors’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	$53M	Buy	469,902 +442,140	+1,593%	+$48.2M	0.31%	69
2026 Q1	$2.87M	Buy	27,762 +99	+0.4%	+$10.5K	0.02%	560
2025 Q4	$2.83M	Buy	27,663 +1,183	+4%	+$122K	0.02%	512
2025 Q3	$2.78M	Buy	26,480 +608	+2%	+$62.6K	0.03%	440
2025 Q2	$2.54M	Sell	25,872 -522	-2%	-$49.3K	0.03%	443
2025 Q1	$2.42M	Buy	26,394 +4,810	+22%	+$469K	0.03%	435
2024 Q4	$2.13M	Buy	21,584 +3,226	+18%	+$334K	0.03%	376
2024 Q3	$1.88M	Buy	18,358 +1,249	+7%	+$124K	0.03%	339
2024 Q2	$1.66M	Buy	17,109 +10,162	+146%	+$1.07M	0.03%	347
2024 Q1	$765K	Buy	+6,947	New	+$680K	0.02%	411

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

Waverly Advisors's XMHQ Position: Q2 2026 in Review

Waverly Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 1,593% in Q2 2026, buying an estimated $48.2M and bringing the position to 469,902 shares worth $53M. The position accounts for 0.31% of the portfolio, ranked #69.

Waverly Advisors first reported a position in XMHQ in Q1 2024 and has held it in 10 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Waverly Advisors held 469,902 shares of Invesco S&P MidCap Quality ETF worth $53M as of Q2 2026.
Waverly Advisors bought 442,140 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $48.2M.
Invesco S&P MidCap Quality ETF made up 0.31% of Waverly Advisors's portfolio in Q2 2026, its #69 holding.
Waverly Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 10 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.