Carson Wealth (CWM LLC)
XMHQ icon

Carson Wealth (CWM LLC)’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Carson Wealth (CWM 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
Q1 		$14.6M Buy
140,786
+7,525
+6% +$798K 0.04% 424
2025
Q4 		$13.6M Buy
133,261
+14,502
+12% +$1.5M 0.04% 420
2025
Q3 		$12.5M Buy
118,759
+106,081
+837% +$10.9M 0.04% 397
2025
Q2 		$1.25M Buy
12,678
+1,987
+19% +$188K ﹤0.01% 1150
2025
Q1 		$979K Buy
10,691
+2,246
+27% +$219K ﹤0.01% 1138
2024
Q4 		$832K Buy
8,445
+4,013
+91% +$415K ﹤0.01% 1180
2024
Q3 		$455K Buy
4,432
+3,720
+522% +$368K ﹤0.01% 1355
2024
Q2 		$69K Buy
712
+120
+20% +$12.6K ﹤0.01% 2240
2024
Q1 		$65K Buy
+592
New +$58K ﹤0.01% 2138

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XMHQ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 5.6% in Q1 2026, buying an estimated $798K and bringing the position to 140,786 shares worth $14.6M. The position accounts for 0.04% of the portfolio, ranked #424.

Carson Wealth (CWM LLC) first reported a position in XMHQ in Q1 2024 and has held it in 9 quarters since. 426 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 140,786 shares of Invesco S&P MidCap Quality ETF worth $14.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,525 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $798K.
  • Invesco S&P MidCap Quality ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #424 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 9 quarters since.
  • 426 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.