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

Accurate 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
Q1 		– Sell
-5
Closed -$280 – 1260
2022
Q4 		$280 Buy
+5
New +$281 ﹤0.01% 1560

Other funds holding SPMO

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
T
TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return

Accurate Wealth Management's SPMO Position: Q1 2023 in Review

Accurate Wealth Management sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2023, closing a stake of 5 shares — an estimated $280 sold.

Accurate Wealth Management first reported a position in SPMO in Q4 2022 and held it in 1 quarter. The position peaked at $280 in Q4 2022. 55 funds tracked by Wall St. Rank hold SPMO as of Q1 2023.

  • Accurate Wealth Management reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 5 Invesco S&P 500 Momentum ETF shares in Q1 2023, an estimated $280.
  • Accurate Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $280 in Q4 2022.
  • 55 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.