Oasis Advisors
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Oasis Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Oasis Advisors’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 		$13.1M Buy
117,702
+29,815
+34% +$3.44M 5.51% 4
2026
Q2 		$9.9M Buy
+87,887
New +$9.6M 6.44% 5
2026
Q1 		– Sell
-97,525
Closed -$10M – 232
2025
Q4 		$10M Buy
+97,525
New +$10.1M 5.29% 6

Other funds holding XMHQ

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
KPP Advisory Services
KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Oasis Advisors's XMHQ Position: Q3 2026 in Review

Oasis Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 34% in Q3 2026, buying an estimated $3.44M and bringing the position to 117,702 shares worth $13.1M. The position accounts for 5.51% of the portfolio, ranked #4.

Oasis Advisors first reported a position in XMHQ in Q4 2025 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

  • Oasis Advisors held 117,702 shares of Invesco S&P MidCap Quality ETF worth $13.1M as of Q3 2026.
  • Oasis Advisors bought 29,815 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $3.44M.
  • Invesco S&P MidCap Quality ETF made up 5.51% of Oasis Advisors's portfolio in Q3 2026, its #4 holding.
  • Oasis Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2025 and has held it in 3 quarters since.
  • 170 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.