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

Anchor Pointe 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
2024 Q4	$598K	Buy	+6,256	New	+$593K	0.78%	37

Other funds holding SPMO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Anchor Pointe Wealth Management's SPMO Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q4 2024: 6,256 shares worth $598K. The stake represents 0.78% of the portfolio and ranks #37 among its holdings.

352 funds tracked by Wall St. Rank hold SPMO as of Q4 2024.

Anchor Pointe Wealth Management held 6,256 shares of Invesco S&P 500 Momentum ETF worth $598K as of Q4 2024.
Invesco S&P 500 Momentum ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
Invesco S&P 500 Momentum ETF made up 0.78% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #37 holding.
352 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.