Winch Advisory Services’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Winch Advisory Services’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	$6.1K	Hold	54	–	–	﹤0.01%	382
2026 Q1	$5.58K	Hold	54	–	–	﹤0.01%	361
2025 Q4	$5.53K	Hold	54	–	–	﹤0.01%	357
2025 Q3	$5.67K	Sell	54 -10	-16%	-$1.03K	﹤0.01%	350
2025 Q2	$6.29K	Buy	64 +10	+19%	+$944	﹤0.01%	331
2025 Q1	$4.94K	Hold	54	–	–	﹤0.01%	338
2024 Q4	$5.32K	Hold	54	–	–	﹤0.01%	356
2024 Q3	$5.54K	Hold	54	–	–	﹤0.01%	305
2024 Q2	$5.24K	Buy	+54	New	+$5.66K	﹤0.01%	313

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

Winch Advisory Services's XMHQ Position: Q2 2026 in Review

Winch Advisory Services held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q2 2026 at 54 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Winch Advisory Services first reported a position in XMHQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.29K in Q2 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Winch Advisory Services held 54 shares of Invesco S&P MidCap Quality ETF worth $6.1K as of Q2 2026.
Winch Advisory Services left its Invesco S&P MidCap Quality ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #382 holding.
Winch Advisory Services first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and has held it in 9 quarters since.
Winch Advisory Services's Invesco S&P MidCap Quality ETF position peaked at $6.29K in Q2 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.