Financial Life Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Financial Life Advisors’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
2022 Q4	–	Sell	-8,380	Closed	-$422K	–	82
2022 Q3	$422K	Sell	8,380 -518	-6%	-$28.1K	0.21%	46
2022 Q2	$462K	Sell	8,898 -17,354	-66%	-$977K	0.22%	33
2022 Q1	$1.6M	Buy	26,252 +18,497	+239%	+$1.12M	0.67%	18
2021 Q4	$500K	Buy	7,755 +902	+13%	+$57.6K	0.2%	34
2021 Q3	$414K	Sell	6,853 -590	-8%	-$36.3K	0.17%	37
2021 Q2	$442K	Sell	7,443 -525	-7%	-$29.3K	0.19%	37
2021 Q1	$423K	Buy	7,968 +789	+11%	+$41.9K	0.2%	37
2020 Q4	$379K	Sell	7,179 -42	-0.6%	-$2.15K	0.2%	36
2020 Q3	$360K	Buy	+7,221	New	+$345K	0.19%	39

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

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

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

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return

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

LAS

LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return

BWA

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

Financial Life Advisors's SPMO Position: Q4 2022 in Review

Financial Life Advisors sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2022, closing a stake of 8,380 shares — an estimated $422K sold.

Financial Life Advisors first reported a position in SPMO in Q3 2020 and held it in 9 quarters. The position peaked at $1.6M in Q1 2022. 61 funds tracked by Wall St. Rank hold SPMO as of Q4 2022.

Financial Life Advisors reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2022 after selling out during the quarter.
Financial Life Advisors sold 8,380 Invesco S&P 500 Momentum ETF shares in Q4 2022, an estimated $422K.
Financial Life Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q3 2020 and held it in 9 quarters.
Financial Life Advisors's Invesco S&P 500 Momentum ETF position peaked at $1.6M in Q1 2022.
61 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2022.

Based on Financial Life Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.