DB Wealth Management Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

DB Wealth Management Group’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
2023 Q4	$56K	Sell	623 -905	-59%	-$74.4K	0.03%	158
2023 Q3	$123K	Sell	1,528 -529	-26%	-$43K	0.08%	105
2023 Q2	$164K	Hold	2,057	–	–	0.1%	88
2023 Q1	$155K	Hold	2,057	–	–	0.1%	87
2022 Q4	$155K	Sell	2,057 -52	-2%	-$3.99K	0.1%	85
2022 Q3	$147K	Hold	2,109	–	–	0.1%	91
2022 Q2	$150K	Hold	2,109	–	–	0.1%	88
2022 Q1	$182K	Hold	2,109	–	–	0.11%	90
2021 Q4	$192K	Hold	2,109	–	–	0.11%	87
2021 Q3	$177K	Hold	2,109	–	–	0.11%	90
2021 Q2	$181K	Hold	2,109	–	–	0.12%	91
2021 Q1	$177K	Hold	2,109	–	–	0.12%	94
2020 Q4	$165K	Buy	+2,109	New	+$153K	0.12%	93

Other funds holding XMMO

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

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

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

RJFSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DB Wealth Management Group's XMMO Position: Q4 2023 in Review

DB Wealth Management Group reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 59% in Q4 2023, selling an estimated $74.4K and leaving 623 shares worth $56K. The position accounts for 0.03% of the portfolio, ranked #158.

DB Wealth Management Group first reported a position in XMMO in Q4 2020 and has held it in 13 quarters since. The position peaked at $192K in Q4 2021. 171 funds tracked by Wall St. Rank hold XMMO as of Q4 2023.

DB Wealth Management Group held 623 shares of Invesco S&P MidCap Momentum ETF worth $56K as of Q4 2023.
DB Wealth Management Group sold 905 Invesco S&P MidCap Momentum ETF shares in Q4 2023, an estimated $74.4K.
Invesco S&P MidCap Momentum ETF made up 0.03% of DB Wealth Management Group's portfolio in Q4 2023, its #158 holding.
DB Wealth Management Group first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Invesco S&P MidCap Momentum ETF position peaked at $192K in Q4 2021.
171 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.