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 Q2	$1.26M	Sell	11,162 -292	-3%	-$31.8K	0.52%	56
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 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

Pacific Sun Financial's XMHQ Position: Q2 2026 in Review

Pacific Sun Financial reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 2.5% in Q2 2026, selling an estimated $31.8K and leaving 11,162 shares worth $1.26M. The position accounts for 0.52% of the portfolio, ranked #56.

Pacific Sun Financial first reported a position in XMHQ in Q1 2022 and has held it in 17 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Pacific Sun Financial held 11,162 shares of Invesco S&P MidCap Quality ETF worth $1.26M as of Q2 2026.
Pacific Sun Financial sold 292 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $31.8K.
Invesco S&P MidCap Quality ETF made up 0.52% of Pacific Sun Financial's portfolio in Q2 2026, its #56 holding.
Pacific Sun Financial first reported a position in Invesco S&P MidCap Quality ETF in Q1 2022 and has held it in 17 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.