Disciplined Investments’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-487	Closed	-$38.7K	–	1588
2023 Q2	$38.7K	Sell	487 -213	-30%	-$16.1K	0.02%	220
2023 Q1	$52.9K	Hold	700	–	–	0.02%	216
2022 Q4	$52.7K	Hold	700	–	–	0.03%	195
2022 Q3	$49K	Hold	700	–	–	0.02%	224
2022 Q2	$50K	Hold	700	–	–	0.02%	218
2022 Q1	$60K	Hold	700	–	–	0.02%	210
2021 Q4	$64K	Hold	700	–	–	0.03%	189
2021 Q3	$59K	Hold	700	–	–	0.03%	185
2021 Q2	$60K	Hold	700	–	–	0.03%	186
2021 Q1	$59K	Hold	700	–	–	0.03%	172
2020 Q4	$55K	Hold	700	–	–	0.04%	147
2020 Q3	$46K	Hold	700	–	–	0.03%	166
2020 Q2	$42K	Hold	700	–	–	0.03%	180
2020 Q1	$34K	Hold	700	–	–	0.03%	184
2019 Q4	$43K	Buy	+700	New	+$41.5K	0.04%	175

Other funds holding XMMO

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

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

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

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

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

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

RJFSA

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Disciplined Investments's XMMO Position: Q3 2023 in Review

Disciplined Investments sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2023, closing a stake of 487 shares — an estimated $38.7K sold.

Disciplined Investments first reported a position in XMMO in Q4 2019 and held it in 15 quarters. The position peaked at $64K in Q4 2021. 156 funds tracked by Wall St. Rank hold XMMO as of Q3 2023.

Disciplined Investments reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 487 Invesco S&P MidCap Momentum ETF shares in Q3 2023, an estimated $38.7K.
Disciplined Investments first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Invesco S&P MidCap Momentum ETF position peaked at $64K in Q4 2021.
156 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.