Wealthcare Advisory Partners’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Wealthcare Advisory Partners’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	$5.42M	Sell	48,013 -16,935	-26%	-$1.84M	0.1%	169
2026 Q1	$6.71M	Buy	64,948 +1,874	+3%	+$199K	0.13%	146
2025 Q4	$6.46M	Sell	63,074 -4,972	-7%	-$513K	0.13%	142
2025 Q3	$7.14M	Buy	68,046 +1,518	+2%	+$156K	0.15%	128
2025 Q2	$6.54M	Buy	66,528 +11,490	+21%	+$1.08M	0.15%	125
2025 Q1	$5.04M	Sell	55,038 -12,425	-18%	-$1.21M	0.14%	134
2024 Q4	$6.64M	Buy	67,463 +12,254	+22%	+$1.27M	0.18%	103
2024 Q3	$5.66M	Buy	55,209 +5,068	+10%	+$502K	0.16%	123
2024 Q2	$4.87M	Buy	50,141 +9,072	+22%	+$951K	0.15%	114
2024 Q1	$4.52M	Buy	41,069 +6,639	+19%	+$650K	0.15%	118
2023 Q4	$3.05M	Buy	34,430 +10,768	+46%	+$885K	0.12%	142
2023 Q3	$1.91M	Buy	23,662 +13,398	+131%	+$1.1M	0.09%	181
2023 Q2	$828K	Sell	10,264 -359	-3%	-$26.8K	0.04%	328
2023 Q1	$780K	Buy	10,623 +2,283	+27%	+$167K	0.03%	343
2022 Q4	$576K	Sell	8,340 -239	-3%	-$16.7K	0.03%	386
2022 Q3	$534K	Buy	8,579 +645	+8%	+$43.7K	0.03%	347
2022 Q2	$504K	Buy	7,934 +175	+2%	+$12.2K	0.03%	325
2022 Q1	$586K	Sell	7,759 -137	-2%	-$10.5K	0.04%	284
2021 Q4	$634K	Sell	7,896 -24	-0.3%	-$1.92K	0.04%	272
2021 Q3	$602K	Buy	7,920 +606	+8%	+$46.9K	0.04%	283
2021 Q2	$566K	Buy	7,314 +1,447	+25%	+$113K	0.04%	299
2021 Q1	$447K	Buy	+5,867	New	+$428K	0.03%	314

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

Wealthcare Advisory Partners's XMHQ Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 26% in Q2 2026, selling an estimated $1.84M and leaving 48,013 shares worth $5.42M. The position accounts for 0.1% of the portfolio, ranked #169.

Wealthcare Advisory Partners first reported a position in XMHQ in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.14M in Q3 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Wealthcare Advisory Partners held 48,013 shares of Invesco S&P MidCap Quality ETF worth $5.42M as of Q2 2026.
Wealthcare Advisory Partners sold 16,935 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $1.84M.
Invesco S&P MidCap Quality ETF made up 0.1% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #169 holding.
Wealthcare Advisory Partners first reported a position in Invesco S&P MidCap Quality ETF in Q1 2021 and has held it in 22 quarters since.
Wealthcare Advisory Partners's Invesco S&P MidCap Quality ETF position peaked at $7.14M in Q3 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.