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Sigma Planning Corp’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Sigma Planning Corp’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 		$3.35M Sell
32,455
-1,556
-5% -$165K 0.09% 233
2025
Q4 		$3.48M Sell
34,011
-1,470
-4% -$152K 0.1% 220
2025
Q3 		$3.72M Sell
35,481
-6,733
-16% -$693K 0.11% 201
2025
Q2 		$4.15M Sell
42,214
-11,512
-21% -$1.09M 0.12% 172
2025
Q1 		$4.92M Buy
53,726
+1,962
+4% +$191K 0.16% 127
2024
Q4 		$5.1M Buy
51,764
+1,817
+4% +$188K 0.16% 121
2024
Q3 		$5.12M Sell
49,947
-11,697
-19% -$1.16M 0.16% 122
2024
Q2 		$5.98M Buy
61,644
+6,573
+12% +$689K 0.19% 102
2024
Q1 		$6.06M Buy
55,071
+38,903
+241% +$3.81M 0.19% 103
2023
Q4 		$1.43M Sell
16,168
-10,423
-39% -$856K 0.11% 196
2023
Q3 		$2.14M Buy
26,591
+4,484
+20% +$368K 0.08% 262
2023
Q2 		$1.78M Buy
+22,107
New +$1.65M 0.06% 304
2022
Q2 		– Sell
-3,391
Closed -$256K – 1454
2022
Q1 		$256K Sell
3,391
-349
-9% -$26.6K 0.01% 1139
2021
Q4 		$300K Buy
3,740
+915
+32% +$73K 0.01% 1081
2021
Q3 		$215K Sell
2,825
-362
-11% -$28K 0.01% 1231
2021
Q2 		$247K Buy
+3,187
New +$248K 0.01% 1190

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

Sigma Planning Corp's XMHQ Position: Q1 2026 in Review

Sigma Planning Corp reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 4.6% in Q1 2026, selling an estimated $165K and leaving 32,455 shares worth $3.35M. The position accounts for 0.09% of the portfolio, ranked #233.

Sigma Planning Corp first reported a position in XMHQ in Q2 2021 and has held it in 16 quarters since. The position peaked at $6.06M in Q1 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Sigma Planning Corp held 32,455 shares of Invesco S&P MidCap Quality ETF worth $3.35M as of Q1 2026.
  • Sigma Planning Corp sold 1,556 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $165K.
  • Invesco S&P MidCap Quality ETF made up 0.09% of Sigma Planning Corp's portfolio in Q1 2026, its #233 holding.
  • Sigma Planning Corp first reported a position in Invesco S&P MidCap Quality ETF in Q2 2021 and has held it in 16 quarters since.
  • Sigma Planning Corp's Invesco S&P MidCap Quality ETF position peaked at $6.06M in Q1 2024.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.