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Pittenger & Anderson Inc’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Pittenger & Anderson Inc’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
Q3 		– Sell
-74
Closed -$7.18K – 476
2024
Q2 		$7.18K Buy
+74
New +$7.76K ﹤0.01% 387

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

Pittenger & Anderson Inc's XMHQ Position: Q3 2024 in Review

Pittenger & Anderson Inc sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q3 2024, closing a stake of 74 shares — an estimated $7.18K sold.

Pittenger & Anderson Inc first reported a position in XMHQ in Q2 2024 and held it in 1 quarter. The position peaked at $7.18K in Q2 2024. 345 funds tracked by Wall St. Rank hold XMHQ as of Q3 2024.

  • Pittenger & Anderson Inc reported no remaining Invesco S&P MidCap Quality ETF position as of Q3 2024 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 74 Invesco S&P MidCap Quality ETF shares in Q3 2024, an estimated $7.18K.
  • Pittenger & Anderson Inc first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and held it in 1 quarter.
  • Pittenger & Anderson Inc's Invesco S&P MidCap Quality ETF position peaked at $7.18K in Q2 2024.
  • 345 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2024.

Based on Pittenger & Anderson Inc's 13F filing for Q3 2024, filed 30 Oct 2024.