WOSD
FMTM

WFA of San Diego’s MarketDesk Focused U.S. Momentum ETF FMTM Stock Holding History

WFA of San Diego’s Portfolio FMTM Stock Details FMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-300
Closed -$10.4K – 400
2026
Q1 		$10.4K Buy
+300
New +$10.6K 0.01% 294

Other funds holding FMTM

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
SWM
Steelhead Wealth Management Glen Allen, Virginia $248M AUM
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WFA of San Diego's FMTM Position: Q2 2026 in Review

WFA of San Diego sold out of MarketDesk Focused U.S. Momentum ETF (FMTM) in Q2 2026, closing a stake of 300 shares — an estimated $10.4K sold.

WFA of San Diego first reported a position in FMTM in Q1 2026 and held it in 1 quarter. The position peaked at $10.4K in Q1 2026. 31 funds tracked by Wall St. Rank hold FMTM as of Q2 2026.

  • WFA of San Diego reported no remaining MarketDesk Focused U.S. Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 300 MarketDesk Focused U.S. Momentum ETF shares in Q2 2026, an estimated $10.4K.
  • WFA of San Diego first reported a position in MarketDesk Focused U.S. Momentum ETF in Q1 2026 and held it in 1 quarter.
  • WFA of San Diego's MarketDesk Focused U.S. Momentum ETF position peaked at $10.4K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held MarketDesk Focused U.S. Momentum ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.