Coppell Advisory Solutions Corp’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Coppell Advisory Solutions Corp’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	$1.58M	Buy	+19,712	New	+$1.45M	0.3%	80

Other funds holding SPMO

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

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 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Coppell Advisory Solutions Corp's SPMO Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q1 2024: 19,712 shares worth $1.58M. The stake represents 0.3% of the portfolio and ranks #80 among its holdings.

145 funds tracked by Wall St. Rank hold SPMO as of Q1 2024.

Coppell Advisory Solutions Corp held 19,712 shares of Invesco S&P 500 Momentum ETF worth $1.58M as of Q1 2024.
Invesco S&P 500 Momentum ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
Invesco S&P 500 Momentum ETF made up 0.3% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #80 holding.
145 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.