Accel Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Accel Wealth Management’s Portfolio SPMO Stock Details SPMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-465	Closed	-$25.4K	–	758
2023 Q1	$25.4K	Hold	465	–	–	0.01%	639
2022 Q4	$26.4K	Hold	465	–	–	0.01%	488
2022 Q3	$25K	Hold	465	–	–	0.01%	501
2022 Q2	$24K	Hold	465	–	–	0.01%	500
2022 Q1	$28K	Hold	465	–	–	0.01%	488
2021 Q4	$30K	Hold	465	–	–	0.01%	486
2021 Q3	$28K	Hold	465	–	–	0.02%	435
2021 Q2	$28K	Hold	465	–	–	0.02%	452
2021 Q1	$25K	Hold	465	–	–	0.02%	447
2020 Q4	$25K	Buy	+465	New	+$23.8K	0.02%	437

Other funds holding SPMO

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Accel Wealth Management's SPMO Position: Q2 2023 in Review

Accel Wealth Management sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2023, closing a stake of 465 shares — an estimated $25.4K sold.

Accel Wealth Management first reported a position in SPMO in Q4 2020 and held it in 10 quarters. The position peaked at $30K in Q4 2021. 55 funds tracked by Wall St. Rank hold SPMO as of Q2 2023.

Accel Wealth Management reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 465 Invesco S&P 500 Momentum ETF shares in Q2 2023, an estimated $25.4K.
Accel Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $30K in Q4 2021.
55 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.