Cetera Advisor Networks’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Cetera Advisor Networks’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 Q1	$6.41M	Buy	79,917 +70,845	+781%	+$5.22M	0.03%	530
2023 Q4	$594K	Sell	9,072 -1,056	-10%	-$63.8K	﹤0.01%	1734
2023 Q3	$580K	Sell	10,128 -522	-5%	-$30K	﹤0.01%	1673
2023 Q2	$596K	Sell	10,650 -517	-5%	-$28.5K	﹤0.01%	1604
2023 Q1	$609K	Sell	11,167 -25	-0.2%	-$1.37K	﹤0.01%	1570
2022 Q4	$635K	Buy	+11,192	New	+$629K	0.01%	1468
2022 Q1	–	Sell	-10,229	Closed	-$660K	–	2172
2021 Q4	$660K	Sell	10,229 -315	-3%	-$20.1K	0.01%	1103
2021 Q3	$637K	Buy	10,544 +207	+2%	+$12.7K	0.01%	1073
2021 Q2	$613K	Buy	+10,337	New	+$576K	0.01%	1072
2020 Q3	–	Sell	-671	Closed	-$29K	–	2776
2020 Q2	$29K	Buy	+671	New	+$27.5K	﹤0.01%	2213

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

FIC

Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cetera Advisor Networks's SPMO Position: Q1 2024 in Review

Cetera Advisor Networks increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 781% in Q1 2024, buying an estimated $5.22M and bringing the position to 79,917 shares worth $6.41M. The position accounts for 0.03% of the portfolio, ranked #530.

Cetera Advisor Networks first reported a position in SPMO in Q2 2020 and has held it in 10 quarters since. 145 funds tracked by Wall St. Rank hold SPMO as of Q1 2024.

Cetera Advisor Networks held 79,917 shares of Invesco S&P 500 Momentum ETF worth $6.41M as of Q1 2024.
Cetera Advisor Networks bought 70,845 Invesco S&P 500 Momentum ETF shares in Q1 2024, an estimated $5.22M.
Invesco S&P 500 Momentum ETF made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #530 holding.
Cetera Advisor Networks first reported a position in Invesco S&P 500 Momentum ETF in Q2 2020 and has held it in 10 quarters since.
145 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.