Western Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Western Wealth Management’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	$3.3M	Buy	29,215 +4,888	+20%	+$532K	0.11%	198
2026 Q1	$2.51M	Sell	24,327 -3,426	-12%	-$363K	0.1%	236
2025 Q4	$2.84M	Buy	27,753 +22,171	+397%	+$2.29M	0.13%	163
2025 Q3	$586K	Buy	5,582 +1,579	+39%	+$163K	0.03%	411
2025 Q2	$393K	Buy	4,003 +518	+15%	+$48.9K	0.02%	487
2025 Q1	$319K	Sell	3,485 -36,920	-91%	-$3.6M	0.02%	516
2024 Q4	$3.98M	Sell	40,405 -2,725	-6%	-$282K	0.21%	96
2024 Q3	$4.42M	Buy	43,130 +6,009	+16%	+$595K	0.25%	81
2024 Q2	$3.6M	Buy	37,121 +689	+2%	+$72.2K	0.27%	75
2024 Q1	$4.01M	Buy	36,432 +28,963	+388%	+$2.84M	0.31%	67
2023 Q4	$663K	Buy	7,469 +455	+6%	+$37.4K	0.05%	350
2023 Q3	$565K	Buy	+7,014	New	+$576K	0.05%	362

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

Western Wealth Management's XMHQ Position: Q2 2026 in Review

Western Wealth Management increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 20% in Q2 2026, buying an estimated $532K and bringing the position to 29,215 shares worth $3.3M. The position accounts for 0.11% of the portfolio, ranked #198.

Western Wealth Management first reported a position in XMHQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.42M in Q3 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Western Wealth Management held 29,215 shares of Invesco S&P MidCap Quality ETF worth $3.3M as of Q2 2026.
Western Wealth Management bought 4,888 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $532K.
Invesco S&P MidCap Quality ETF made up 0.11% of Western Wealth Management's portfolio in Q2 2026, its #198 holding.
Western Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q3 2023 and has held it in 12 quarters since.
Western Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $4.42M in Q3 2024.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

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