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

Brophy 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 Q3	$255K	Buy	+2,813	New	+$246K	0.09%	188

Other funds holding SPMO

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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 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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Brophy Wealth Management's SPMO Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q3 2024: 2,813 shares worth $255K. The stake represents 0.09% of the portfolio and ranks #188 among its holdings.

219 funds tracked by Wall St. Rank hold SPMO as of Q3 2024.

Brophy Wealth Management held 2,813 shares of Invesco S&P 500 Momentum ETF worth $255K as of Q3 2024.
Invesco S&P 500 Momentum ETF was a new Brophy Wealth Management position in Q3 2024.
Invesco S&P 500 Momentum ETF made up 0.09% of Brophy Wealth Management's portfolio in Q3 2024, its #188 holding.
219 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.