HBW
XMHQ icon

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
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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $71.6B AUM 21.08% 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

Hazlett, Burt & Watson's XMHQ Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 38% in Q1 2026, buying an estimated $21.1K and bringing the position to 721 shares worth $74K. The position accounts for 0.02% of the portfolio, ranked #385.

Hazlett, Burt & Watson first reported a position in XMHQ in Q1 2025 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Hazlett, Burt & Watson held 721 shares of Invesco S&P MidCap Quality ETF worth $74K as of Q1 2026.
  • Hazlett, Burt & Watson bought 199 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $21.1K.
  • Invesco S&P MidCap Quality ETF made up 0.02% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #385 holding.
  • Hazlett, Burt & Watson first reported a position in Invesco S&P MidCap Quality ETF in Q1 2025 and has held it in 5 quarters since.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.