Sarver Vrooman Wealth Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Sarver Vrooman Wealth 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 Q2	$133K	Buy	1,166 +12	+1%	+$1.31K	0.08%	28
2026 Q1	$119K	Buy	1,154 +87	+8%	+$9.23K	0.07%	27
2025 Q4	$109K	Buy	1,067 +706	+196%	+$72.8K	0.07%	26
2025 Q3	$37.9K	Buy	361 +6	+2%	+$618	0.02%	94
2025 Q2	$34.9K	Buy	355 +32	+10%	+$3.02K	0.02%	95
2025 Q1	$29.6K	Buy	+323	New	+$31.5K	0.02%	91

Other funds holding XMHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's XMHQ Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 1% in Q2 2026, buying an estimated $1.31K and bringing the position to 1,166 shares worth $133K. The position accounts for 0.08% of the portfolio, ranked #28.

Sarver Vrooman Wealth Advisors first reported a position in XMHQ in Q1 2025 and has held it in 6 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Sarver Vrooman Wealth Advisors held 1,166 shares of Invesco S&P MidCap Quality ETF worth $133K as of Q2 2026.
Sarver Vrooman Wealth Advisors bought 12 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $1.31K.
Invesco S&P MidCap Quality ETF made up 0.08% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Sarver Vrooman Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q1 2025 and has held it in 6 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.