Better Money Decisions’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Better Money Decisions’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
2021 Q4	–	Sell	-1,749	Closed	-$106K	–	500
2021 Q3	$106K	Hold	1,749	–	–	0.09%	104
2021 Q2	$104K	Hold	1,749	–	–	0.09%	100
2021 Q1	$93K	Buy	+1,749	New	+$92.9K	0.1%	90

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Better Money Decisions's SPMO Position: Q4 2021 in Review

Better Money Decisions sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2021, closing a stake of 1,749 shares — an estimated $106K sold.

Better Money Decisions first reported a position in SPMO in Q1 2021 and held it in 3 quarters. The position peaked at $106K in Q3 2021. 47 funds tracked by Wall St. Rank hold SPMO as of Q4 2021.

Better Money Decisions reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2021 after selling out during the quarter.
Better Money Decisions sold 1,749 Invesco S&P 500 Momentum ETF shares in Q4 2021, an estimated $106K.
Better Money Decisions first reported a position in Invesco S&P 500 Momentum ETF in Q1 2021 and held it in 3 quarters.
Better Money Decisions's Invesco S&P 500 Momentum ETF position peaked at $106K in Q3 2021.
47 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.