F4L
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Fortune 45 LLC’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Fortune 45 LLC’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
Q2 		– Sell
-4,510
Closed -$275K – 55
2022
Q1 		$275K Sell
4,510
-654
-13% -$39.5K 0.26% 48
2021
Q4 		$333K Buy
+5,164
New +$330K 0.29% 42

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fortune 45 LLC's SPMO Position: Q2 2022 in Review

Fortune 45 LLC sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2022, closing a stake of 4,510 shares — an estimated $275K sold.

Fortune 45 LLC first reported a position in SPMO in Q4 2021 and held it in 2 quarters. The position peaked at $333K in Q4 2021. 47 funds tracked by Wall St. Rank hold SPMO as of Q2 2022.

  • Fortune 45 LLC reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • Fortune 45 LLC sold 4,510 Invesco S&P 500 Momentum ETF shares in Q2 2022, an estimated $275K.
  • Fortune 45 LLC first reported a position in Invesco S&P 500 Momentum ETF in Q4 2021 and held it in 2 quarters.
  • Fortune 45 LLC's Invesco S&P 500 Momentum ETF position peaked at $333K in Q4 2021.
  • 47 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2022.

Based on Fortune 45 LLC's 13F filing for Q2 2022, filed 27 Jul 2022.