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 Q3	$470K	Buy	4,213 +44	+1%	+$5.08K	0.25%	108
2026 Q2	$471K	Buy	4,169 +41	+1%	+$4.46K	0.29%	89
2026 Q1	$427K	Sell	4,128 -501	-11%	-$53.2K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Straightline Group Troy, Michigan $139M AUM 2.92% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

BAM Wealth Management's XMHQ Position: Q3 2026 in Review

BAM Wealth Management increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 1.1% in Q3 2026, buying an estimated $5.08K and bringing the position to 4,213 shares worth $470K. The position accounts for 0.25% of the portfolio, ranked #108.

BAM Wealth Management first reported a position in XMHQ in Q3 2025 and has held it in 5 quarters since. The position peaked at $600K in Q3 2025. 290 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

BAM Wealth Management held 4,213 shares of Invesco S&P MidCap Quality ETF worth $470K as of Q3 2026.
BAM Wealth Management bought 44 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $5.08K.
Invesco S&P MidCap Quality ETF made up 0.25% of BAM Wealth Management's portfolio in Q3 2026, its #108 holding.
BAM Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q3 2025 and has held it in 5 quarters since.
BAM Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $600K in Q3 2025.
290 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.