DI
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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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return