Larson Financial Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Larson Financial Group’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	$26K	Hold	252	–	–	﹤0.01%	1698
2025 Q4	$25.8K	Hold	252	–	–	﹤0.01%	1574
2025 Q3	$26.4K	Hold	252	–	–	﹤0.01%	1480
2025 Q2	$24.8K	Buy	252 +34	+16%	+$3.21K	﹤0.01%	1372
2025 Q1	$20K	Hold	218	–	–	﹤0.01%	1370
2024 Q4	$21.5K	Hold	218	–	–	﹤0.01%	1190
2024 Q3	$22.4K	Sell	218 -1,120	-84%	-$111K	﹤0.01%	1157
2024 Q2	$130K	Buy	+1,338	New	+$140K	0.01%	585

Other funds holding XMHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Larson Financial Group's XMHQ Position: Q1 2026 in Review

Larson Financial Group held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q1 2026 at 252 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

Larson Financial Group first reported a position in XMHQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $130K in Q2 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Larson Financial Group held 252 shares of Invesco S&P MidCap Quality ETF worth $26K as of Q1 2026.
Larson Financial Group left its Invesco S&P MidCap Quality ETF share count unchanged in Q1 2026.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1698 holding.
Larson Financial Group first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and has held it in 8 quarters since.
Larson Financial Group's Invesco S&P MidCap Quality ETF position peaked at $130K in Q2 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.