Perigon Wealth Management
XMHQ icon

Perigon Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Perigon Wealth Management’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 		$224K Sell
2,009
-202
-9% -$23.3K ﹤0.01% 1321
2026
Q2 		$250K Sell
2,211
-4
-0.2% -$436 ﹤0.01% 1235
2026
Q1 		$229K Hold
2,215
– – ﹤0.01% 1147
2025
Q4 		$227K Sell
2,215
-185
-8% -$19.1K ﹤0.01% 1168
2025
Q3 		$252K Sell
2,400
-1,203
-33% -$124K 0.01% 1050
2025
Q2 		$354K Sell
3,603
-1,480
-29% -$140K 0.01% 791
2025
Q1 		$465K Sell
5,083
-515
-9% -$50.2K 0.01% 660
2024
Q4 		$571K Buy
5,598
+1,320
+31% +$137K 0.01% 599
2024
Q3 		$439K Sell
4,278
-12
-0.3% -$1.19K 0.01% 657
2024
Q2 		$416K Buy
4,290
+186
+5% +$19.5K 0.01% 587
2024
Q1 		$452K Sell
4,104
-179
-4% -$17.5K 0.01% 562
2023
Q4 		$380K Buy
4,283
+879
+26% +$72.2K 0.01% 583
2023
Q3 		$274K Hold
3,404
– – 0.01% 618
2023
Q2 		$275K Buy
+3,404
New +$255K 0.01% 637

Other funds holding XMHQ

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

Perigon Wealth Management's XMHQ Position: Q3 2026 in Review

Perigon Wealth Management reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 9.1% in Q3 2026, selling an estimated $23.3K and leaving 2,009 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Perigon Wealth Management first reported a position in XMHQ in Q2 2023 and has held it in 14 quarters since. The position peaked at $571K in Q4 2024. 191 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

  • Perigon Wealth Management held 2,009 shares of Invesco S&P MidCap Quality ETF worth $224K as of Q3 2026.
  • Perigon Wealth Management sold 202 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $23.3K.
  • Invesco S&P MidCap Quality ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1321 holding.
  • Perigon Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q2 2023 and has held it in 14 quarters since.
  • Perigon Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $571K in Q4 2024.
  • 191 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.