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

Doyle 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
2019 Q3	–	Sell	-55	Closed	-$2K	–	684
2019 Q2	$2K	Buy	+55	New	+$2.18K	﹤0.01%	794
2019 Q1	–	Sell	-55	Closed	-$2K	–	668
2018 Q4	$2K	Buy	+55	New	+$2K	﹤0.01%	803

Other funds holding SPMO

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

TWA

Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Doyle Wealth Management's SPMO Position: Q3 2019 in Review

Doyle Wealth Management sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2019, closing a stake of 55 shares — an estimated $2K sold.

Doyle Wealth Management first reported a position in SPMO in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 24 funds tracked by Wall St. Rank hold SPMO as of Q3 2019.

Doyle Wealth Management reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 55 Invesco S&P 500 Momentum ETF shares in Q3 2019, an estimated $2K.
Doyle Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $2K in Q2 2019.
24 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.