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Wise Wealth Partners’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Wise Wealth Partners’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
2025
Q2 		– Sell
-7,568
Closed -$693K – 58
2025
Q1 		$693K Sell
7,568
-3,410
-31% -$332K 1.66% 10
2024
Q4 		$1.08M Buy
+10,978
New +$1.14M 2.67% 9

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wise Wealth Partners's XMHQ Position: Q2 2025 in Review

Wise Wealth Partners sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2025, closing a stake of 7,568 shares — an estimated $693K sold.

Wise Wealth Partners first reported a position in XMHQ in Q4 2024 and held it in 2 quarters. The position peaked at $1.08M in Q4 2024. 393 funds tracked by Wall St. Rank hold XMHQ as of Q2 2025.

  • Wise Wealth Partners reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2025 after selling out during the quarter.
  • Wise Wealth Partners sold 7,568 Invesco S&P MidCap Quality ETF shares in Q2 2025, an estimated $693K.
  • Wise Wealth Partners first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and held it in 2 quarters.
  • Wise Wealth Partners's Invesco S&P MidCap Quality ETF position peaked at $1.08M in Q4 2024.
  • 393 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2025.

Based on Wise Wealth Partners's 13F filing for Q2 2025, filed 23 Jul 2025.