Carolina Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Carolina Wealth 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 Q4	–	Sell	-61	Closed	-$3K	–	259
2022 Q3	$3K	Hold	61	–	–	﹤0.01%	199
2022 Q2	$3K	Hold	61	–	–	﹤0.01%	225
2022 Q1	$4K	Hold	61	–	–	﹤0.01%	221
2021 Q4	$4K	Hold	61	–	–	﹤0.01%	228
2021 Q3	$4K	Hold	61	–	–	﹤0.01%	223
2021 Q2	$4K	Hold	61	–	–	﹤0.01%	241
2021 Q1	$3K	Hold	61	–	–	﹤0.01%	273
2020 Q4	$3K	Hold	61	–	–	﹤0.01%	208
2020 Q3	$3K	Hold	61	–	–	﹤0.01%	184
2020 Q2	$3K	Hold	61	–	–	﹤0.01%	148
2020 Q1	$2K	Hold	61	–	–	﹤0.01%	154
2019 Q4	$3K	Buy	+61	New	+$2.49K	﹤0.01%	163

Other funds holding SPMO

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return

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

LAS

LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Carolina Wealth Advisors's SPMO Position: Q4 2022 in Review

Carolina Wealth Advisors sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2022, closing a stake of 61 shares — an estimated $3K sold.

Carolina Wealth Advisors first reported a position in SPMO in Q4 2019 and held it in 12 quarters. The position peaked at $4K in Q1 2022. 61 funds tracked by Wall St. Rank hold SPMO as of Q4 2022.

Carolina Wealth Advisors reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2022 after selling out during the quarter.
Carolina Wealth Advisors sold 61 Invesco S&P 500 Momentum ETF shares in Q4 2022, an estimated $3K.
Carolina Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2019 and held it in 12 quarters.
Carolina Wealth Advisors's Invesco S&P 500 Momentum ETF position peaked at $4K in Q1 2022.
61 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2022.

Based on Carolina Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.