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IAG Wealth Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

IAG Wealth Partners’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
-454
Closed -$29.7K – 460
2023
Q4 		$29.7K Hold
454
– – 0.01% 201
2023
Q3 		$26K Sell
454
-6,461
-93% -$371K 0.01% 204
2023
Q2 		$387K Sell
6,915
-5,439
-44% -$300K 0.1% 62
2023
Q1 		$674K Sell
12,354
-10,095
-45% -$554K 0.19% 45
2022
Q4 		$1.27M Sell
22,449
-21,287
-49% -$1.2M 0.38% 36
2022
Q3 		$2.2M Sell
43,736
-42,779
-49% -$2.32M 0.73% 29
2022
Q2 		$4.49M Buy
86,515
+5,582
+7% +$314K 1.47% 18
2022
Q1 		$4.95M Buy
80,933
+28,839
+55% +$1.74M 1.56% 15
2021
Q4 		$3.36M Buy
52,094
+20,277
+64% +$1.3M 1.08% 18
2021
Q3 		$1.92M Buy
31,817
+11,875
+60% +$731K 0.68% 24
2021
Q2 		$1.18M Buy
19,942
+18,390
+1,185% +$1.03M 0.42% 31
2021
Q1 		$83K Buy
1,552
+33
+2% +$1.75K 0.03% 78
2020
Q4 		$81K Buy
+1,519
New +$77.7K 0.03% 83

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

IAG Wealth Partners's SPMO Position: Q1 2024 in Review

IAG Wealth Partners sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2024, closing a stake of 454 shares — an estimated $29.7K sold.

IAG Wealth Partners first reported a position in SPMO in Q4 2020 and held it in 13 quarters. The position peaked at $4.95M in Q1 2022. 145 funds tracked by Wall St. Rank hold SPMO as of Q1 2024.

  • IAG Wealth Partners reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 454 Invesco S&P 500 Momentum ETF shares in Q1 2024, an estimated $29.7K.
  • IAG Wealth Partners first reported a position in Invesco S&P 500 Momentum ETF in Q4 2020 and held it in 13 quarters.
  • IAG Wealth Partners's Invesco S&P 500 Momentum ETF position peaked at $4.95M in Q1 2022.
  • 145 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2024.

Based on IAG Wealth Partners's 13F filing for Q1 2024, filed 24 Apr 2024.