Penserra Capital Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Penserra Capital 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
2024 Q2	–	Sell	-71	Closed	-$7K	–	1387
2024 Q1	$7K	Buy	+71	New	+$6.95K	﹤0.01%	1038
2023 Q4	–	Sell	-89	Closed	-$7K	–	1376
2023 Q3	$7K	Buy	+89	New	+$7.31K	﹤0.01%	1158

Other funds holding XMHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

Penserra Capital Management's XMHQ Position: Q2 2024 in Review

Penserra Capital Management sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2024, closing a stake of 71 shares — an estimated $7K sold.

Penserra Capital Management first reported a position in XMHQ in Q3 2023 and held it in 2 quarters. The position peaked at $7K in Q1 2024. 311 funds tracked by Wall St. Rank hold XMHQ as of Q2 2024.

Penserra Capital Management reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2024 after selling out during the quarter.
Penserra Capital Management sold 71 Invesco S&P MidCap Quality ETF shares in Q2 2024, an estimated $7K.
Penserra Capital Management first reported a position in Invesco S&P MidCap Quality ETF in Q3 2023 and held it in 2 quarters.
Penserra Capital Management's Invesco S&P MidCap Quality ETF position peaked at $7K in Q1 2024.
311 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2024.

Based on Penserra Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.