American Portfolios Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

American Portfolios Advisors’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	$28.6K	Sell	569 -345	-38%	-$18.7K	﹤0.01%	2012
2022 Q2	$47.4K	Buy	914 +696	+319%	+$39.2K	﹤0.01%	1790
2022 Q1	$13.3K	Hold	218	–	–	﹤0.01%	2567
2021 Q4	$14.1K	Sell	218 -386	-64%	-$24.7K	﹤0.01%	2485
2021 Q3	$36.5K	Buy	604 +281	+87%	+$17.3K	﹤0.01%	1953
2021 Q2	$19.2K	Buy	+323	New	+$18K	﹤0.01%	2244

Other funds holding SPMO

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 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

American Portfolios Advisors's SPMO Position: Q3 2022 in Review

American Portfolios Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 38% in Q3 2022, selling an estimated $18.7K and leaving 569 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

American Portfolios Advisors first reported a position in SPMO in Q2 2021 and has held it in 6 quarters since. The position peaked at $47.4K in Q2 2022. 44 funds tracked by Wall St. Rank hold SPMO as of Q3 2022.

American Portfolios Advisors held 569 shares of Invesco S&P 500 Momentum ETF worth $28.6K as of Q3 2022.
American Portfolios Advisors sold 345 Invesco S&P 500 Momentum ETF shares in Q3 2022, an estimated $18.7K.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2012 holding.
American Portfolios Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2021 and has held it in 6 quarters since.
American Portfolios Advisors's Invesco S&P 500 Momentum ETF position peaked at $47.4K in Q2 2022.
44 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.