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Concourse Financial Group Securities’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-29,971
Closed -$3.02M – 1775
2024
Q4 		$3.02M Buy
29,971
+743
+3% +$70.4K 0.17% 128
2024
Q3 		$2.65M Buy
29,228
+28,659
+5,037% +$2.51M 0.16% 141
2024
Q2 		$49.8K Buy
569
+290
+104% +$23.6K ﹤0.01% 1177
2024
Q1 		$22.4K Buy
+279
New +$20.6K ﹤0.01% 1481
2023
Q3 		– Sell
-26,272
Closed -$1.51M – 2301
2023
Q2 		$1.47M Buy
26,272
+932
+4% +$51.4K 0.11% 190
2023
Q1 		$1.38M Buy
25,340
+1,356
+6% +$74.4K 0.11% 195
2022
Q4 		$1.36M Buy
+23,984
New +$1.35M 0.11% 204
2022
Q1 		– Sell
-500
Closed -$30.2K – 2422
2021
Q4 		$32K Hold
500
– – ﹤0.01% 1473
2021
Q3 		$30K Hold
500
– – ﹤0.01% 1524
2021
Q2 		$30K Hold
500
– – ﹤0.01% 1510
2021
Q1 		$27K Hold
500
– – ﹤0.01% 1472
2020
Q4 		$26K Hold
500
– – ﹤0.01% 1372
2020
Q3 		$25K Buy
+500
New +$23.9K ﹤0.01% 1298

Other funds holding SPMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concourse Financial Group Securities's SPMO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2025, closing a stake of 29,971 shares — an estimated $3.02M sold.

Concourse Financial Group Securities first reported a position in SPMO in Q3 2020 and held it in 13 quarters. The position peaked at $3.02M in Q4 2024. 389 funds tracked by Wall St. Rank hold SPMO as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 29,971 Invesco S&P 500 Momentum ETF shares in Q1 2025, an estimated $3.02M.
  • Concourse Financial Group Securities first reported a position in Invesco S&P 500 Momentum ETF in Q3 2020 and held it in 13 quarters.
  • Concourse Financial Group Securities's Invesco S&P 500 Momentum ETF position peaked at $3.02M in Q4 2024.
  • 389 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.