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BAM Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

BAM Wealth Management’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 		$471K Buy
4,169
+41
+1% +$4.46K 0.29% 89
2026
Q1 		$427K Sell
4,128
-501
-11% -$53.1K 0.32% 81
2025
Q4 		$474K Sell
4,629
-1,092
-19% -$113K 0.34% 76
2025
Q3 		$600K Buy
+5,721
New +$589K 0.47% 62

Other funds holding XMHQ

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

BAM Wealth Management's XMHQ Position: Q2 2026 in Review

BAM Wealth Management increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.99% in Q2 2026, buying an estimated $4.46K and bringing the position to 4,169 shares worth $471K. The position accounts for 0.29% of the portfolio, ranked #89.

BAM Wealth Management first reported a position in XMHQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $600K in Q3 2025. 86 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • BAM Wealth Management held 4,169 shares of Invesco S&P MidCap Quality ETF worth $471K as of Q2 2026.
  • BAM Wealth Management bought 41 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $4.46K.
  • Invesco S&P MidCap Quality ETF made up 0.29% of BAM Wealth Management's portfolio in Q2 2026, its #89 holding.
  • BAM Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $600K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.