SA
XMHQ icon

Sonoma Allocations’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Sonoma Allocations’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 		– Sell
-15,374
Closed -$1.6M – 158
2026
Q1 		$1.6M Sell
15,374
-4,603
-23% -$488K 0.55% 36
2025
Q4 		$2.13M Buy
19,977
+358
+2% +$36.9K 0.71% 28
2025
Q3 		$2.04M Buy
+19,619
New +$2.02M 0.74% 27

Other funds holding XMHQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Sonoma Allocations's XMHQ Position: Q2 2026 in Review

Sonoma Allocations sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2026, closing a stake of 15,374 shares — an estimated $1.6M sold.

Sonoma Allocations first reported a position in XMHQ in Q3 2025 and held it in 3 quarters. The position peaked at $2.13M in Q4 2025. 180 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Sonoma Allocations reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2026 after selling out during the quarter.
  • Sonoma Allocations sold 15,374 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $1.6M.
  • Sonoma Allocations first reported a position in Invesco S&P MidCap Quality ETF in Q3 2025 and held it in 3 quarters.
  • Sonoma Allocations's Invesco S&P MidCap Quality ETF position peaked at $2.13M in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.