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

Cetera 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
2024
Q1 		$4.01M Buy
50,039
+46,783
+1,437% +$3.45M 0.03% 531
2023
Q4 		$213K Buy
+3,256
New +$197K ﹤0.01% 1602
2019
Q3 		– Sell
-15,356
Closed -$615K – 966
2019
Q2 		$615K Sell
15,356
-650
-4% -$25.7K 0.03% 502
2019
Q1 		$635K Buy
16,006
+630
+4% +$23.5K 0.03% 434
2018
Q4 		$520K Buy
15,376
+2,133
+16% +$77.7K 0.03% 462
2018
Q3 		$533K Buy
13,243
+5,451
+70% +$214K 0.03% 543
2018
Q2 		$285K Buy
+7,792
New +$286K 0.02% 687

Other funds holding SPMO

Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
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
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cetera Advisors's SPMO Position: Q1 2024 in Review

Cetera Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 1,437% in Q1 2024, buying an estimated $3.45M and bringing the position to 50,039 shares worth $4.01M. The position accounts for 0.03% of the portfolio, ranked #531.

Cetera Advisors first reported a position in SPMO in Q2 2018 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold SPMO as of Q1 2024.

  • Cetera Advisors held 50,039 shares of Invesco S&P 500 Momentum ETF worth $4.01M as of Q1 2024.
  • Cetera Advisors bought 46,783 Invesco S&P 500 Momentum ETF shares in Q1 2024, an estimated $3.45M.
  • Invesco S&P 500 Momentum ETF made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #531 holding.
  • Cetera Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2018 and has held it in 7 quarters since.
  • 145 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2024.

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