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 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 $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 $79.5B AUM 27.1% 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

Allie Family Office's XMHQ Position: Q1 2026 in Review

Allie Family Office held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q1 2026 at 1,981 shares worth $205K. The position accounts for 0.09% of the portfolio, ranked #95.

Allie Family Office first reported a position in XMHQ in Q1 2024 and has held it in 6 quarters since. The position peaked at $480K in Q1 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Allie Family Office held 1,981 shares of Invesco S&P MidCap Quality ETF worth $205K as of Q1 2026.
Allie Family Office left its Invesco S&P MidCap Quality ETF share count unchanged in Q1 2026.
Invesco S&P MidCap Quality ETF made up 0.09% of Allie Family Office's portfolio in Q1 2026, its #95 holding.
Allie Family Office first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 6 quarters since.
Allie Family Office's Invesco S&P MidCap Quality ETF position peaked at $480K in Q1 2025.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.