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Colton Groome Financial Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Colton Groome Financial 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
2020
Q2 		– Sell
-26,203
Closed -$944K – 64
2020
Q1 		$944K Buy
+26,203
New +$1.08M 0.78% 24

Other funds holding SPMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
OAM
Optimal Asset Management Los Altos, California $800M AUM 28.13% 1-Year Est. Return

Colton Groome Financial Advisors's SPMO Position: Q2 2020 in Review

Colton Groome Financial Advisors sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2020, closing a stake of 26,203 shares — an estimated $944K sold.

Colton Groome Financial Advisors first reported a position in SPMO in Q1 2020 and held it in 1 quarter. The position peaked at $944K in Q1 2020. 28 funds tracked by Wall St. Rank hold SPMO as of Q2 2020.

  • Colton Groome Financial Advisors reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2020 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 26,203 Invesco S&P 500 Momentum ETF shares in Q2 2020, an estimated $944K.
  • Colton Groome Financial Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2020 and held it in 1 quarter.
  • Colton Groome Financial Advisors's Invesco S&P 500 Momentum ETF position peaked at $944K in Q1 2020.
  • 28 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2020.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.