Wimmer Associates 1’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Wimmer Associates 1’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	$275K	Hold	2,435	–	–	0.12%	98
2026 Q1	$252K	Hold	2,435	–	–	0.12%	100
2025 Q4	$249K	Sell	2,435 -100	-4%	-$10.3K	0.12%	98
2025 Q3	$266K	Sell	2,535 -1,200	-32%	-$124K	0.13%	95
2025 Q2	$367K	Sell	3,735 -50	-1%	-$4.72K	0.19%	85
2025 Q1	$375K	Hold	3,785	–	–	0.2%	83
2024 Q4	$373K	Hold	3,785	–	–	0.18%	87
2024 Q3	$388K	Hold	3,785	–	–	0.19%	84
2024 Q2	$367K	Sell	3,785 -110	-3%	-$11.5K	0.19%	87
2024 Q1	$429K	Buy	3,895 +1,200	+45%	+$117K	0.23%	83
2023 Q4	$239K	Buy	+2,695	New	+$221K	0.13%	103

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

Wimmer Associates 1's XMHQ Position: Q2 2026 in Review

Wimmer Associates 1 held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q2 2026 at 2,435 shares worth $275K. The position accounts for 0.12% of the portfolio, ranked #98.

Wimmer Associates 1 first reported a position in XMHQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $429K in Q1 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Wimmer Associates 1 held 2,435 shares of Invesco S&P MidCap Quality ETF worth $275K as of Q2 2026.
Wimmer Associates 1 left its Invesco S&P MidCap Quality ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Quality ETF made up 0.12% of Wimmer Associates 1's portfolio in Q2 2026, its #98 holding.
Wimmer Associates 1 first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 11 quarters since.
Wimmer Associates 1's Invesco S&P MidCap Quality ETF position peaked at $429K in Q1 2024.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Wimmer Associates 1's 13F filing for Q2 2026, filed 14 Aug 2026.