Wingate Wealth Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Wingate Wealth Advisors’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	$902K	Buy	7,987 +1,539	+24%	+$168K	0.4%	55
2026 Q1	$667K	Sell	6,448 -4,389	-41%	-$466K	0.36%	63
2025 Q4	$1.11M	Buy	10,837 +18	+0.2%	+$1.86K	0.62%	47
2025 Q3	$1.14M	Buy	10,819 +1,009	+10%	+$104K	0.79%	46
2025 Q2	$964K	Buy	9,810 +12	+0.1%	+$1.13K	0.86%	42
2025 Q1	$897K	Buy	9,798 +18	+0.2%	+$1.75K	1.03%	37
2024 Q4	$963K	Buy	+9,780	New	+$1.01M	0.95%	30

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

Wingate Wealth Advisors's XMHQ Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 24% in Q2 2026, buying an estimated $168K and bringing the position to 7,987 shares worth $902K. The position accounts for 0.4% of the portfolio, ranked #55.

Wingate Wealth Advisors first reported a position in XMHQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q3 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Wingate Wealth Advisors held 7,987 shares of Invesco S&P MidCap Quality ETF worth $902K as of Q2 2026.
Wingate Wealth Advisors bought 1,539 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $168K.
Invesco S&P MidCap Quality ETF made up 0.4% of Wingate Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Wingate Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 7 quarters since.
Wingate Wealth Advisors's Invesco S&P MidCap Quality ETF position peaked at $1.14M in Q3 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.