XY Planning Network’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

XY Planning Network’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	$10.3M	Buy	91,449 +20,010	+28%	+$2.18M	1.3%	20
2026 Q1	$7.46M	Buy	71,439 +12,951	+22%	+$1.37M	1.19%	21
2025 Q4	$5.99M	Buy	58,488 +47,201	+418%	+$4.87M	1.04%	23
2025 Q3	$1.11M	Hold	11,287	–	–	0.38%	64
2025 Q2	$1.11M	Buy	11,287 +4,592	+69%	+$434K	0.38%	64
2025 Q1	$613K	Buy	6,695 +463	+7%	+$45.1K	0.41%	58
2024 Q4	$614K	Buy	+6,232	New	+$645K	0.46%	49

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

XY Planning Network's XMHQ Position: Q2 2026 in Review

XY Planning Network increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 28% in Q2 2026, buying an estimated $2.18M and bringing the position to 91,449 shares worth $10.3M. The position accounts for 1.3% of the portfolio, ranked #20.

XY Planning Network first reported a position in XMHQ in Q4 2024 and has held it in 7 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

XY Planning Network held 91,449 shares of Invesco S&P MidCap Quality ETF worth $10.3M as of Q2 2026.
XY Planning Network bought 20,010 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $2.18M.
Invesco S&P MidCap Quality ETF made up 1.3% of XY Planning Network's portfolio in Q2 2026, its #20 holding.
XY Planning Network first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 7 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.