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

Concentrum 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
2020
Q1 		– Sell
-5,424
Closed -$227K – 49
2019
Q4 		$227K Sell
5,424
-35
-0.6% -$1.43K 0.26% 40
2019
Q3 		$222K Buy
+5,459
New +$222K 0.28% 36

Other funds holding SPMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $351M AUM 17.99% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $140M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Concentrum Wealth Management's SPMO Position: Q1 2020 in Review

Concentrum Wealth Management sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2020, closing a stake of 5,424 shares — an estimated $227K sold.

Concentrum Wealth Management first reported a position in SPMO in Q3 2019 and held it in 2 quarters. The position peaked at $227K in Q4 2019. 27 funds tracked by Wall St. Rank hold SPMO as of Q1 2020.

  • Concentrum Wealth Management reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2020 after selling out during the quarter.
  • Concentrum Wealth Management sold 5,424 Invesco S&P 500 Momentum ETF shares in Q1 2020, an estimated $227K.
  • Concentrum Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2019 and held it in 2 quarters.
  • Concentrum Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $227K in Q4 2019.
  • 27 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2020.

Based on Concentrum Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.