GER Loftin Wealth Advisors LLC’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

GER Loftin Wealth Advisors 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 Q3	$5.46M	Buy	+48,920	New	+$5.65M	1.74%	20

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 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

GER Loftin Wealth Advisors LLC's XMHQ Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Invesco S&P MidCap Quality ETF (XMHQ) in Q3 2026: 48,920 shares worth $5.46M. The stake represents 1.74% of the portfolio and ranks #20 among its holdings.

327 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

GER Loftin Wealth Advisors LLC held 48,920 shares of Invesco S&P MidCap Quality ETF worth $5.46M as of Q3 2026.
Invesco S&P MidCap Quality ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Invesco S&P MidCap Quality ETF made up 1.74% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #20 holding.
327 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.