JBR Co Financial Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

JBR Co Financial 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	$453K	Buy	4,012 +164	+4%	+$17.9K	0.17%	89
2026 Q1	$394K	Hold	3,848	–	–	0.17%	86
2025 Q4	$394K	Sell	3,848 -2,713	-41%	-$280K	0.17%	86
2025 Q3	$689K	Buy	6,561 +19	+0.3%	+$1.96K	0.29%	63
2025 Q2	$643K	Buy	6,542 +1,526	+30%	+$144K	0.32%	60
2025 Q1	$459K	Sell	5,016 -1,763	-26%	-$172K	0.27%	71
2024 Q4	$668K	Sell	6,779 -1,568	-19%	-$162K	0.41%	55
2024 Q3	$856K	Buy	8,347 +1,486	+22%	+$147K	0.56%	45
2024 Q2	$666K	Buy	+6,861	New	+$719K	0.47%	49

Other funds holding XMHQ

FFN

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

CWM

Clearview Wealth Management Irvine, California $156M AUM

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

JBR Co Financial Management's XMHQ Position: Q2 2026 in Review

JBR Co Financial Management increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 4.3% in Q2 2026, buying an estimated $17.9K and bringing the position to 4,012 shares worth $453K. The position accounts for 0.17% of the portfolio, ranked #89.

JBR Co Financial Management first reported a position in XMHQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $856K in Q3 2024. 72 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

JBR Co Financial Management held 4,012 shares of Invesco S&P MidCap Quality ETF worth $453K as of Q2 2026.
JBR Co Financial Management bought 164 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $17.9K.
Invesco S&P MidCap Quality ETF made up 0.17% of JBR Co Financial Management's portfolio in Q2 2026, its #89 holding.
JBR Co Financial Management first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and has held it in 9 quarters since.
JBR Co Financial Management's Invesco S&P MidCap Quality ETF position peaked at $856K in Q3 2024.
72 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.