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

WCG Wealth 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	$16.9M	Buy	149,538 +5,054	+3%	+$550K	0.4%	68
2026 Q1	$14.9M	Buy	144,484 +4,757	+3%	+$505K	0.42%	66
2025 Q4	$14.3M	Buy	139,727 +15,817	+13%	+$1.63M	0.4%	69
2025 Q3	$13M	Buy	123,910 +15,728	+15%	+$1.62M	0.82%	34
2025 Q2	$10.6M	Buy	108,182 +9,032	+9%	+$853K	0.69%	41
2025 Q1	$9.08M	Buy	99,150 +4,312	+5%	+$420K	0.69%	44
2024 Q4	$9.34M	Buy	94,838 +24,084	+34%	+$2.49M	0.62%	47
2024 Q3	$7.26M	Buy	+70,754	New	+$7.01M	0.49%	66

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

WCG Wealth Advisors's XMHQ Position: Q2 2026 in Review

WCG Wealth Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 3.5% in Q2 2026, buying an estimated $550K and bringing the position to 149,538 shares worth $16.9M. The position accounts for 0.4% of the portfolio, ranked #68.

WCG Wealth Advisors first reported a position in XMHQ in Q3 2024 and has held it in 8 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

WCG Wealth Advisors held 149,538 shares of Invesco S&P MidCap Quality ETF worth $16.9M as of Q2 2026.
WCG Wealth Advisors bought 5,054 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $550K.
Invesco S&P MidCap Quality ETF made up 0.4% of WCG Wealth Advisors's portfolio in Q2 2026, its #68 holding.
WCG Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and has held it in 8 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

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