Clear Investment Research’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Clear Investment Research’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
2020 Q3	–	Sell	-788	Closed	-$34K	–	120
2020 Q2	$34K	Sell	788 -4,144	-84%	-$170K	0.07%	71
2020 Q1	$178K	Hold	4,932	–	–	0.43%	39
2019 Q4	$207K	Buy	4,932 +55	+1%	+$2.24K	0.43%	38
2019 Q3	$198K	Hold	4,877	–	–	0.42%	37
2019 Q2	$197K	Buy	4,877 +313	+7%	+$12.4K	0.32%	39
2019 Q1	$179K	Hold	4,564	–	–	0.28%	39
2018 Q4	$154K	Buy	4,564 +365	+9%	+$13.3K	0.25%	38
2018 Q3	$170K	Buy	+4,199	New	+$165K	0.25%	36

Other funds holding SPMO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

WIA

Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Clear Investment Research's SPMO Position: Q3 2020 in Review

Clear Investment Research sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2020, closing a stake of 788 shares — an estimated $34K sold.

Clear Investment Research first reported a position in SPMO in Q3 2018 and held it in 8 quarters. The position peaked at $207K in Q4 2019. 28 funds tracked by Wall St. Rank hold SPMO as of Q3 2020.

Clear Investment Research reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2020 after selling out during the quarter.
Clear Investment Research sold 788 Invesco S&P 500 Momentum ETF shares in Q3 2020, an estimated $34K.
Clear Investment Research first reported a position in Invesco S&P 500 Momentum ETF in Q3 2018 and held it in 8 quarters.
Clear Investment Research's Invesco S&P 500 Momentum ETF position peaked at $207K in Q4 2019.
28 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2020.

Based on Clear Investment Research's 13F filing for Q3 2020, filed 4 Nov 2020.