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Wealth Advisory Team’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Wealth Advisory Team’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 		$2.57M Buy
+22,747
New +$2.48M 2.09% 13
2025
Q4 		$3.41M Buy
+33,250
New +$3.43M 3.01% 11
2025
Q2 		$3.3M Buy
+33,613
New +$3.17M 3.09% 11

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Commonwealth Equity Services
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
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
Cambridge Investment Research Advisors
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Advisory Team's XMHQ Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2026: 22,747 shares worth $2.57M. The stake represents 2.09% of the portfolio and ranks #13 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in XMHQ as recently as Q4 2025.

Wealth Advisory Team first reported a position in XMHQ in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.41M in Q4 2025. 299 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Wealth Advisory Team held 22,747 shares of Invesco S&P MidCap Quality ETF worth $2.57M as of Q2 2026.
  • Invesco S&P MidCap Quality ETF was a new Wealth Advisory Team position in Q2 2026.
  • Invesco S&P MidCap Quality ETF made up 2.09% of Wealth Advisory Team's portfolio in Q2 2026, its #13 holding.
  • Wealth Advisory Team first reported a position in Invesco S&P MidCap Quality ETF in Q2 2025 and has held it in 3 quarters since.
  • Wealth Advisory Team's Invesco S&P MidCap Quality ETF position peaked at $3.41M in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.