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 Q3	$134K	Buy	1,203 +37	+3%	+$4.27K	0.08%	30
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's XMHQ Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 3.2% in Q3 2026, buying an estimated $4.27K and bringing the position to 1,203 shares worth $134K. The position accounts for 0.08% of the portfolio, ranked #30.

Sarver Vrooman Wealth Advisors first reported a position in XMHQ in Q1 2025 and has held it in 7 quarters since. 17 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

Sarver Vrooman Wealth Advisors held 1,203 shares of Invesco S&P MidCap Quality ETF worth $134K as of Q3 2026.
Sarver Vrooman Wealth Advisors bought 37 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $4.27K.
Invesco S&P MidCap Quality ETF made up 0.08% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #30 holding.
Sarver Vrooman Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q1 2025 and has held it in 7 quarters since.
17 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.