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Cambridge Trust’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Cambridge Trust’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
2024
Q1 		$39.3K Hold
357
– – ﹤0.01% 451
2023
Q4 		$31.7K Hold
357
– – ﹤0.01% 463
2023
Q3 		$28.8K Hold
357
– – ﹤0.01% 466
2023
Q2 		$28.8K Hold
357
– – ﹤0.01% 477
2023
Q1 		$26.2K Buy
+357
New +$26.1K ﹤0.01% 515

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Cambridge Trust's XMHQ Position: Q1 2024 in Review

Cambridge Trust held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q1 2024 at 357 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Cambridge Trust first reported a position in XMHQ in Q1 2023 and has held it in 5 quarters since. 287 funds tracked by Wall St. Rank hold XMHQ as of Q1 2024.

  • Cambridge Trust held 357 shares of Invesco S&P MidCap Quality ETF worth $39.3K as of Q1 2024.
  • Cambridge Trust left its Invesco S&P MidCap Quality ETF share count unchanged in Q1 2024.
  • Invesco S&P MidCap Quality ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #451 holding.
  • Cambridge Trust first reported a position in Invesco S&P MidCap Quality ETF in Q1 2023 and has held it in 5 quarters since.
  • 287 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.