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

Affinity 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
2020 Q1	–	Sell	-124,905	Closed	-$5.24M	–	102
2019 Q4	$5.24M	Buy	124,905 +17,326	+16%	+$706K	1.94%	11
2019 Q3	$4.37M	Buy	107,579 +10,605	+11%	+$432K	1.75%	10
2019 Q2	$3.92M	Buy	+96,974	New	+$3.84M	1.54%	12

Other funds holding SPMO

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

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

WIA

Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $351M AUM 17.99% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $140M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Affinity Wealth Management's SPMO Position: Q1 2020 in Review

Affinity Wealth Management sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2020, closing a stake of 124,905 shares — an estimated $5.24M sold.

Affinity Wealth Management first reported a position in SPMO in Q2 2019 and held it in 3 quarters. The position peaked at $5.24M in Q4 2019. 27 funds tracked by Wall St. Rank hold SPMO as of Q1 2020.

Affinity Wealth Management reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2020 after selling out during the quarter.
Affinity Wealth Management sold 124,905 Invesco S&P 500 Momentum ETF shares in Q1 2020, an estimated $5.24M.
Affinity Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2019 and held it in 3 quarters.
Affinity Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $5.24M in Q4 2019.
27 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2020.

Based on Affinity Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.