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Wealth Enhancement Trust Services’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Wealth Enhancement Trust Services’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 		$8.22M Sell
72,818
-12,474
-15% -$1.36M 0.91% 25
2026
Q1 		$8.82M Sell
85,292
-5,906
-6% -$627K 1.07% 23
2025
Q4 		$9.34M Buy
+91,198
New +$9.41M 1.18% 19

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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

Wealth Enhancement Trust Services's XMHQ Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 15% in Q2 2026, selling an estimated $1.36M and leaving 72,818 shares worth $8.22M. The position accounts for 0.91% of the portfolio, ranked #25.

Wealth Enhancement Trust Services first reported a position in XMHQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.34M in Q4 2025. 339 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Wealth Enhancement Trust Services held 72,818 shares of Invesco S&P MidCap Quality ETF worth $8.22M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 12,474 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $1.36M.
  • Invesco S&P MidCap Quality ETF made up 0.91% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #25 holding.
  • Wealth Enhancement Trust Services first reported a position in Invesco S&P MidCap Quality ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Invesco S&P MidCap Quality ETF position peaked at $9.34M in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.