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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

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return