Berger Financial Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Berger Financial 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 Q1	$620K	Sell	6,001 -846	-12%	-$89.8K	0.03%	268
2025 Q4	$701K	Sell	6,847 -655	-9%	-$67.6K	0.04%	251
2025 Q3	$787K	Sell	7,502 -72	-1%	-$7.41K	0.05%	229
2025 Q2	$744K	Sell	7,574 -283	-4%	-$26.7K	0.05%	219
2025 Q1	$719K	Sell	7,857 -201	-2%	-$19.6K	0.05%	215
2024 Q4	$793K	Sell	8,058 -220	-3%	-$22.8K	0.05%	198
2024 Q3	$849K	Buy	8,278 +69	+0.8%	+$6.83K	0.06%	173
2024 Q2	$796K	Sell	8,209 -491	-6%	-$51.5K	0.06%	167
2024 Q1	$957K	Buy	8,700 +5,516	+173%	+$540K	0.08%	156
2023 Q4	$282K	Buy	3,184 +4	+0.1%	+$329	0.03%	242
2023 Q3	$256K	Buy	3,180 +565	+22%	+$46.4K	0.03%	232
2023 Q2	$211K	Buy	+2,615	New	+$196K	0.02%	270

Other funds holding XMHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berger Financial Group's XMHQ Position: Q1 2026 in Review

Berger Financial Group reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 12% in Q1 2026, selling an estimated $89.8K and leaving 6,001 shares worth $620K. The position accounts for 0.03% of the portfolio, ranked #268.

Berger Financial Group first reported a position in XMHQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $957K in Q1 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Berger Financial Group held 6,001 shares of Invesco S&P MidCap Quality ETF worth $620K as of Q1 2026.
Berger Financial Group sold 846 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $89.8K.
Invesco S&P MidCap Quality ETF made up 0.03% of Berger Financial Group's portfolio in Q1 2026, its #268 holding.
Berger Financial Group first reported a position in Invesco S&P MidCap Quality ETF in Q2 2023 and has held it in 12 quarters since.
Berger Financial Group's Invesco S&P MidCap Quality ETF position peaked at $957K in Q1 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.