Gerber Kawasaki Wealth & Investment Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$18.2M	Buy	161,101 +8,558	+6%	+$932K	0.49%	49
2026 Q1	$15.8M	Buy	152,543 +8,270	+6%	+$877K	0.5%	47
2025 Q4	$14.8M	Buy	144,273 +6,640	+5%	+$685K	0.52%	43
2025 Q3	$14.4M	Buy	137,633 +11,857	+9%	+$1.22M	0.5%	45
2025 Q2	$12.4M	Sell	125,776 -21,920	-15%	-$2.07M	0.48%	47
2025 Q1	$13.5M	Buy	147,696 +4,295	+3%	+$419K	0.61%	41
2024 Q4	$14.1M	Buy	143,401 +39,159	+38%	+$4.05M	0.61%	40
2024 Q3	$10.7M	Buy	104,242 +2,559	+3%	+$253K	0.49%	50
2024 Q2	$9.87M	Buy	101,683 +22,091	+28%	+$2.32M	0.49%	49
2024 Q1	$8.76M	Buy	79,592 +1,783	+2%	+$175K	0.47%	50
2023 Q4	$6.9M	Buy	77,809 +5,197	+7%	+$427K	0.41%	50
2023 Q3	$5.85M	Buy	72,612 +3,023	+4%	+$248K	0.4%	51
2023 Q2	$5.62M	Buy	+69,589	New	+$5.2M	0.38%	56

Other funds holding XMHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's XMHQ Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 5.6% in Q2 2026, buying an estimated $932K and bringing the position to 161,101 shares worth $18.2M. The position accounts for 0.49% of the portfolio, ranked #49.

Gerber Kawasaki Wealth & Investment Management first reported a position in XMHQ in Q2 2023 and has held it in 13 quarters since. 265 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 161,101 shares of Invesco S&P MidCap Quality ETF worth $18.2M as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 8,558 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $932K.
Invesco S&P MidCap Quality ETF made up 0.49% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #49 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco S&P MidCap Quality ETF in Q2 2023 and has held it in 13 quarters since.
265 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.