Penserra Capital Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Penserra Capital Management’s Portfolio XMMO Stock Details XMMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-68	Closed	-$7K	–	1388
2024 Q1	$7K	Buy	+68	New	+$6.89K	﹤0.01%	1039
2023 Q4	–	Sell	-90	Closed	-$7K	–	1377
2023 Q3	$7K	Buy	+90	New	+$7.32K	﹤0.01%	1159
2019 Q3	–	Sell	-26,842	Closed	-$1.58M	–	976
2019 Q2	$1.58M	Sell	26,842 -57,430	-68%	-$3.33M	0.12%	130
2019 Q1	$4.98M	Buy	+84,272	New	+$4.43M	0.4%	70

Other funds holding XMMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Penserra Capital Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2024, closing a stake of 68 shares — an estimated $7K sold.

Penserra Capital Management first reported a position in XMMO in Q1 2019 and held it in 4 quarters. The position peaked at $4.98M in Q1 2019. 242 funds tracked by Wall St. Rank hold XMMO as of Q2 2024.

Penserra Capital Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2024 after selling out during the quarter.
Penserra Capital Management sold 68 Invesco S&P MidCap Momentum ETF shares in Q2 2024, an estimated $7K.
Penserra Capital Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2019 and held it in 4 quarters.
Penserra Capital Management's Invesco S&P MidCap Momentum ETF position peaked at $4.98M in Q1 2019.
242 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2024.

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