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

DB Wealth Management Group’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
2023 Q4	$101K	Hold	1,546	–	–	0.06%	116
2023 Q3	$88.6K	Sell	1,546 -970	-39%	-$55.7K	0.06%	119
2023 Q2	$141K	Sell	2,516 -284	-10%	-$15.7K	0.09%	96
2023 Q1	$153K	Sell	2,800 -243	-8%	-$13.3K	0.1%	88
2022 Q4	$173K	Hold	3,043	–	–	0.11%	82
2022 Q3	$153K	Buy	3,043 +200	+7%	+$10.8K	0.11%	88
2022 Q2	$148K	Sell	2,843 -336	-11%	-$18.9K	0.1%	90
2022 Q1	$194K	Hold	3,179	–	–	0.12%	86
2021 Q4	$205K	Sell	3,179 -76	-2%	-$4.86K	0.12%	83
2021 Q3	$197K	Sell	3,255 -153	-4%	-$9.42K	0.13%	85
2021 Q2	$202K	Hold	3,408	–	–	0.13%	87
2021 Q1	$181K	Sell	3,408 -335	-9%	-$17.8K	0.12%	92
2020 Q4	$198K	Buy	+3,743	New	+$191K	0.15%	86

Other funds holding SPMO

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

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

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

RJFSA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PFA

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DB Wealth Management Group's SPMO Position: Q4 2023 in Review

DB Wealth Management Group held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q4 2023 at 1,546 shares worth $101K. The position accounts for 0.06% of the portfolio, ranked #116.

DB Wealth Management Group first reported a position in SPMO in Q4 2020 and has held it in 13 quarters since. The position peaked at $205K in Q4 2021. 59 funds tracked by Wall St. Rank hold SPMO as of Q4 2023.

DB Wealth Management Group held 1,546 shares of Invesco S&P 500 Momentum ETF worth $101K as of Q4 2023.
DB Wealth Management Group left its Invesco S&P 500 Momentum ETF share count unchanged in Q4 2023.
Invesco S&P 500 Momentum ETF made up 0.06% of DB Wealth Management Group's portfolio in Q4 2023, its #116 holding.
DB Wealth Management Group first reported a position in Invesco S&P 500 Momentum ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Invesco S&P 500 Momentum ETF position peaked at $205K in Q4 2021.
59 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.