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 Q3	$125K	Buy	1,119 +268	+31%	+$31K	0.03%	326
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 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

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

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Hazlett, Burt & Watson's XMHQ Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 31% in Q3 2026, buying an estimated $31K and bringing the position to 1,119 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #326.

Hazlett, Burt & Watson first reported a position in XMHQ in Q1 2025 and has held it in 7 quarters since. 308 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

Hazlett, Burt & Watson held 1,119 shares of Invesco S&P MidCap Quality ETF worth $125K as of Q3 2026.
Hazlett, Burt & Watson bought 268 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $31K.
Invesco S&P MidCap Quality ETF made up 0.03% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #326 holding.
Hazlett, Burt & Watson first reported a position in Invesco S&P MidCap Quality ETF in Q1 2025 and has held it in 7 quarters since.
308 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.