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Householder Group Estate & Retirement Specialist’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Householder Group Estate & Retirement Specialist’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 		– Sell
-12
Closed – – 1314
2023
Q4 		$0 Hold
12
– – ﹤0.01% 1318
2023
Q3 		$706 Buy
+12
New +$689 ﹤0.01% 1170
2023
Q1 		$12K Buy
+228
New +$12.5K ﹤0.01% 769
2022
Q4 		– Sell
-33
Closed -$1K – 1024
2022
Q3 		$1K Buy
+33
New +$1.79K ﹤0.01% 1050

Other funds holding SPMO

Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
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
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPMO Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2024, closing a stake of 12 shares.

Householder Group Estate & Retirement Specialist first reported a position in SPMO in Q3 2022 and held it in 4 quarters. The position peaked at $12K in Q1 2023. 145 funds tracked by Wall St. Rank hold SPMO as of Q1 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 12 Invesco S&P 500 Momentum ETF shares in Q1 2024.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P 500 Momentum ETF in Q3 2022 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's Invesco S&P 500 Momentum ETF position peaked at $12K in Q1 2023.
  • 145 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.