Wiser Advisor Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Wiser Advisor Group’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	$2.59M	Sell	22,938 -27	-0.1%	-$2.94K	2.83%	9
2026 Q1	$2.37M	Buy	22,965 +418	+2%	+$44.3K	2.87%	8
2025 Q4	$2.31M	Buy	22,547 +434	+2%	+$44.8K	2.64%	9
2025 Q3	$2.32M	Buy	+22,113	New	+$2.28M	2.89%	8
2025 Q2	–	Sell	-22,041	Closed	-$2.02M	–	264
2025 Q1	$2.02M	Buy	22,041 +1,785	+9%	+$174K	2.98%	10
2024 Q4	$1.99M	Buy	20,256 +736	+4%	+$76.2K	2.9%	11
2024 Q3	$2M	Sell	19,520 -250	-1%	-$24.8K	2.99%	10
2024 Q2	$1.92M	Buy	19,770 +2,195	+12%	+$230K	3.02%	11
2024 Q1	$1.94M	Sell	17,575 -141	-0.8%	-$13.8K	3.03%	10
2023 Q4	$1.57M	Buy	+17,716	New	+$1.46M	2.61%	11

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

Wiser Advisor Group's XMHQ Position: Q2 2026 in Review

Wiser Advisor Group reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.12% in Q2 2026, selling an estimated $2.94K and leaving 22,938 shares worth $2.59M. The position accounts for 2.83% of the portfolio, ranked #9.

Wiser Advisor Group first reported a position in XMHQ in Q4 2023 and has held it in 10 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Wiser Advisor Group held 22,938 shares of Invesco S&P MidCap Quality ETF worth $2.59M as of Q2 2026.
Wiser Advisor Group sold 27 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $2.94K.
Invesco S&P MidCap Quality ETF made up 2.83% of Wiser Advisor Group's portfolio in Q2 2026, its #9 holding.
Wiser Advisor Group first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 10 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.