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Pacific Sun Financial’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Pacific Sun Financial’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 		$1.18M Buy
11,454
+507
+5% +$53.8K 0.57% 51
2025
Q4 		$1.12M Buy
10,947
+406
+4% +$41.9K 0.54% 57
2025
Q3 		$1.11M Buy
10,541
+111
+1% +$11.4K 0.53% 55
2025
Q2 		$1.02M Buy
10,430
+168
+2% +$15.9K 0.54% 56
2025
Q1 		$939K Buy
10,262
+1,268
+14% +$124K 0.53% 55
2024
Q4 		$886K Buy
8,994
+633
+8% +$65.5K 0.48% 60
2024
Q3 		$858K Buy
8,361
+854
+11% +$84.6K 0.47% 62
2024
Q2 		$728K Sell
7,507
-8
-0.1% -$839 0.43% 71
2024
Q1 		$827K Sell
7,515
-40
-0.5% -$3.92K 0.48% 61
2023
Q4 		$670K Buy
7,555
+50
+0.7% +$4.11K 0.42% 71
2023
Q3 		$604K Sell
7,505
-170
-2% -$14K 0.42% 74
2023
Q2 		$563K Buy
+7,675
New +$574K 0.38% 83
2022
Q4 		$511K Buy
7,395
+95
+1% +$6.62K 0.36% 87
2022
Q3 		$455K Buy
7,300
+770
+12% +$52.2K 0.32% 101
2022
Q2 		$415K Buy
6,530
+1,151
+21% +$80K 0.27% 115
2022
Q1 		$406K Buy
+5,379
New +$410K 0.22% 122

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pacific Sun Financial's XMHQ Position: Q1 2026 in Review

Pacific Sun Financial increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 4.6% in Q1 2026, buying an estimated $53.8K and bringing the position to 11,454 shares worth $1.18M. The position accounts for 0.57% of the portfolio, ranked #51.

Pacific Sun Financial first reported a position in XMHQ in Q1 2022 and has held it in 16 quarters since. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Pacific Sun Financial held 11,454 shares of Invesco S&P MidCap Quality ETF worth $1.18M as of Q1 2026.
  • Pacific Sun Financial bought 507 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $53.8K.
  • Invesco S&P MidCap Quality ETF made up 0.57% of Pacific Sun Financial's portfolio in Q1 2026, its #51 holding.
  • Pacific Sun Financial first reported a position in Invesco S&P MidCap Quality ETF in Q1 2022 and has held it in 16 quarters since.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.