Whitaker-Myers Wealth Managers’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Whitaker-Myers Wealth Managers’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	$645K	Sell	5,718 -630	-10%	-$68.6K	0.11%	82
2026 Q1	$656K	Sell	6,348 -236	-4%	-$25K	0.13%	77
2025 Q4	$674K	Sell	6,584 -396	-6%	-$40.9K	0.14%	77
2025 Q3	$733K	Sell	6,980 -48	-0.7%	-$4.94K	0.16%	79
2025 Q2	$690K	Buy	7,028 +167	+2%	+$15.8K	0.17%	58
2025 Q1	$628K	Buy	6,861 +198	+3%	+$19.3K	0.18%	54
2024 Q4	$656K	Sell	6,663 -94	-1%	-$9.73K	0.19%	52
2024 Q3	$693K	Buy	6,757 +25	+0.4%	+$2.48K	0.23%	50
2024 Q2	$653K	Buy	6,732 +414	+7%	+$43.4K	0.24%	48
2024 Q1	$695K	Buy	6,318 +40	+0.6%	+$3.92K	0.29%	52
2023 Q4	$557K	Buy	6,278 +166	+3%	+$13.6K	0.28%	51
2023 Q3	$492K	Buy	6,112 +600	+11%	+$49.3K	0.31%	47
2023 Q2	$445K	Buy	5,512 +506	+10%	+$37.8K	0.3%	49
2023 Q1	$367K	Buy	5,006 +292	+6%	+$21.3K	0.28%	49
2022 Q4	$326K	Buy	+4,714	New	+$329K	0.31%	50

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

Whitaker-Myers Wealth Managers's XMHQ Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 9.9% in Q2 2026, selling an estimated $68.6K and leaving 5,718 shares worth $645K. The position accounts for 0.11% of the portfolio, ranked #82.

Whitaker-Myers Wealth Managers first reported a position in XMHQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $733K in Q3 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Whitaker-Myers Wealth Managers held 5,718 shares of Invesco S&P MidCap Quality ETF worth $645K as of Q2 2026.
Whitaker-Myers Wealth Managers sold 630 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $68.6K.
Invesco S&P MidCap Quality ETF made up 0.11% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #82 holding.
Whitaker-Myers Wealth Managers first reported a position in Invesco S&P MidCap Quality ETF in Q4 2022 and has held it in 15 quarters since.
Whitaker-Myers Wealth Managers's Invesco S&P MidCap Quality ETF position peaked at $733K in Q3 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.