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

Castle Rock 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 		– Sell
-24,713
Closed -$2.26M – 258
2024
Q3 		$2.26M Buy
+24,713
New +$2.16M 0.54% 47

Other funds holding SPMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Castle Rock Wealth Management's SPMO Position: Q4 2024 in Review

Castle Rock Wealth Management sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2024, closing a stake of 24,713 shares — an estimated $2.26M sold.

Castle Rock Wealth Management first reported a position in SPMO in Q3 2024 and held it in 1 quarter. The position peaked at $2.26M in Q3 2024. 351 funds tracked by Wall St. Rank hold SPMO as of Q4 2024.

  • Castle Rock Wealth Management reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Castle Rock Wealth Management sold 24,713 Invesco S&P 500 Momentum ETF shares in Q4 2024, an estimated $2.26M.
  • Castle Rock Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and held it in 1 quarter.
  • Castle Rock Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $2.26M in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2024.

Based on Castle Rock Wealth Management's 13F filing for Q4 2024, filed 5 Mar 2025.