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Bellars Harris Wealth Management, LLC’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Bellars Harris Wealth Management, LLC’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 		$3.59M Buy
+31,835
New +$3.47M 0.73% 61

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's XMHQ Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2026: 31,835 shares worth $3.59M. The stake represents 0.73% of the portfolio and ranks #61 among its holdings.

265 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Bellars Harris Wealth Management, LLC held 31,835 shares of Invesco S&P MidCap Quality ETF worth $3.59M as of Q2 2026.
  • Invesco S&P MidCap Quality ETF was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
  • Invesco S&P MidCap Quality ETF made up 0.73% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #61 holding.
  • 265 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.