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Hazlett, Burt & Watson’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Hazlett, Burt & Watson’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 		$94K Buy
851
+130
+18% +$14.2K 0.03% 365
2026
Q1 		$74K Buy
721
+199
+38% +$21.1K 0.02% 385
2025
Q4 		$53K Buy
522
+263
+102% +$27.1K 0.02% 439
2025
Q3 		$27K Buy
259
+145
+127% +$14.9K 0.01% 513
2025
Q2 		$11K Buy
114
+43
+61% +$4.06K ﹤0.01% 578
2025
Q1 		$6K Buy
+71
New +$6.92K ﹤0.01% 642

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hazlett, Burt & Watson's XMHQ Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 18% in Q2 2026, buying an estimated $14.2K and bringing the position to 851 shares worth $94K. The position accounts for 0.03% of the portfolio, ranked #365.

Hazlett, Burt & Watson first reported a position in XMHQ in Q1 2025 and has held it in 6 quarters since. 432 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Hazlett, Burt & Watson held 851 shares of Invesco S&P MidCap Quality ETF worth $94K as of Q2 2026.
  • Hazlett, Burt & Watson bought 130 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $14.2K.
  • Invesco S&P MidCap Quality ETF made up 0.03% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #365 holding.
  • Hazlett, Burt & Watson first reported a position in Invesco S&P MidCap Quality ETF in Q1 2025 and has held it in 6 quarters since.
  • 432 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.