Allie Family Office’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Allie Family Office’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	–	Sell	-1,981	Closed	-$205K	–	125
2026 Q1	$205K	Hold	1,981	–	–	0.09%	95
2025 Q4	$203K	Sell	1,981 -2	-0.1%	-$206	0.09%	95
2025 Q3	$208K	Buy	+1,983	New	+$204K	0.1%	94
2025 Q2	–	Sell	-5,244	Closed	-$480K	–	110
2025 Q1	$480K	Buy	5,244 +2,683	+105%	+$261K	0.26%	52
2024 Q4	$252K	Buy	+2,561	New	+$265K	0.14%	75
2024 Q2	–	Sell	-1,827	Closed	-$201K	–	88
2024 Q1	$201K	Buy	+1,827	New	+$179K	0.12%	78

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

Allie Family Office's XMHQ Position: Q2 2026 in Review

Allie Family Office sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2026, closing a stake of 1,981 shares — an estimated $205K sold.

Allie Family Office first reported a position in XMHQ in Q1 2024 and held it in 6 quarters. The position peaked at $480K in Q1 2025. 432 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Allie Family Office reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2026 after selling out during the quarter.
Allie Family Office sold 1,981 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $205K.
Allie Family Office first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and held it in 6 quarters.
Allie Family Office's Invesco S&P MidCap Quality ETF position peaked at $480K in Q1 2025.
432 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.