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

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