Advisor Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Advisor Group’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
2019 Q4	$438K	Sell	10,425 -298,048	-97%	-$12.1M	﹤0.01%	1772
2019 Q3	$12.5M	Buy	308,473 +302,456	+5,027%	+$12.3M	0.09%	200
2019 Q2	$243K	Buy	6,017 +2,251	+60%	+$89.1K	﹤0.01%	2152
2019 Q1	$148K	Buy	3,766 +889	+31%	+$33.1K	﹤0.01%	2530
2018 Q4	$97K	Buy	2,877 +1,691	+143%	+$61.6K	﹤0.01%	2676
2018 Q3	$48K	Buy	+1,186	New	+$46.5K	﹤0.01%	3327

Other funds holding SPMO

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

TWA

Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advisor Group's SPMO Position: Q4 2019 in Review

Advisor Group reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 97% in Q4 2019, selling an estimated $12.1M and leaving 10,425 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Advisor Group first reported a position in SPMO in Q3 2018 and has held it in 6 quarters since. The position peaked at $12.5M in Q3 2019. 35 funds tracked by Wall St. Rank hold SPMO as of Q4 2019.

Advisor Group held 10,425 shares of Invesco S&P 500 Momentum ETF worth $438K as of Q4 2019.
Advisor Group sold 298,048 Invesco S&P 500 Momentum ETF shares in Q4 2019, an estimated $12.1M.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1772 holding.
Advisor Group first reported a position in Invesco S&P 500 Momentum ETF in Q3 2018 and has held it in 6 quarters since.
Advisor Group's Invesco S&P 500 Momentum ETF position peaked at $12.5M in Q3 2019.
35 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.