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Almanack Investment Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Almanack Investment Partners’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
2024
Q3 		– Sell
-2,663
Closed -$233K – 191
2024
Q2 		$233K Buy
+2,663
New +$216K 0.04% 164

Other funds holding SPMO

Envestnet Asset Management
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CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Almanack Investment Partners's SPMO Position: Q3 2024 in Review

Almanack Investment Partners sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2024, closing a stake of 2,663 shares — an estimated $233K sold.

Almanack Investment Partners first reported a position in SPMO in Q2 2024 and held it in 1 quarter. The position peaked at $233K in Q2 2024. 219 funds tracked by Wall St. Rank hold SPMO as of Q3 2024.

  • Almanack Investment Partners reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • Almanack Investment Partners sold 2,663 Invesco S&P 500 Momentum ETF shares in Q3 2024, an estimated $233K.
  • Almanack Investment Partners first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and held it in 1 quarter.
  • Almanack Investment Partners's Invesco S&P 500 Momentum ETF position peaked at $233K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2024.

Based on Almanack Investment Partners's 13F filing for Q3 2024, filed 31 Oct 2024.