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

Advocacy Wealth Management Services’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
2022
Q3 		– Sell
-15,558
Closed -$808K – 150
2022
Q2 		$808K Buy
+15,558
New +$876K 0.13% 27

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Advocacy Wealth Management Services's SPMO Position: Q3 2022 in Review

Advocacy Wealth Management Services sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2022, closing a stake of 15,558 shares — an estimated $808K sold.

Advocacy Wealth Management Services first reported a position in SPMO in Q2 2022 and held it in 1 quarter. The position peaked at $808K in Q2 2022. 44 funds tracked by Wall St. Rank hold SPMO as of Q3 2022.

  • Advocacy Wealth Management Services reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 15,558 Invesco S&P 500 Momentum ETF shares in Q3 2022, an estimated $808K.
  • Advocacy Wealth Management Services first reported a position in Invesco S&P 500 Momentum ETF in Q2 2022 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Invesco S&P 500 Momentum ETF position peaked at $808K in Q2 2022.
  • 44 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2022, filed 6 Oct 2022.