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Sound View Wealth Advisors Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Sound View Wealth Advisors Group’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 		$400K Buy
3,542
+223
+7% +$24.3K 0.02% 315
2026
Q1 		$343K Buy
3,319
+861
+35% +$91.3K 0.02% 326
2025
Q4 		$252K Buy
+2,458
New +$254K 0.02% 375

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sound View Wealth Advisors Group's XMHQ Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 6.7% in Q2 2026, buying an estimated $24.3K and bringing the position to 3,542 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #315.

Sound View Wealth Advisors Group first reported a position in XMHQ in Q4 2025 and has held it in 3 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Sound View Wealth Advisors Group held 3,542 shares of Invesco S&P MidCap Quality ETF worth $400K as of Q2 2026.
  • Sound View Wealth Advisors Group bought 223 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $24.3K.
  • Invesco S&P MidCap Quality ETF made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #315 holding.
  • Sound View Wealth Advisors Group first reported a position in Invesco S&P MidCap Quality ETF in Q4 2025 and has held it in 3 quarters since.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.