Kestra Private Wealth Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Kestra Private Wealth Services’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
2023 Q4	–	Sell	-7,328	Closed	-$420K	–	1288
2023 Q3	$420K	Hold	7,328	–	–	0.01%	730
2023 Q2	$410K	Buy	7,328 +1	+0%	+$55	0.01%	701
2023 Q1	$400K	Buy	7,327 +1	+0%	+$55	0.02%	667
2022 Q4	$416K	Buy	+7,326	New	+$411K	0.02%	569

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

BWA

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

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

Kestra Private Wealth Services's SPMO Position: Q4 2023 in Review

Kestra Private Wealth Services sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2023, closing a stake of 7,328 shares — an estimated $420K sold.

Kestra Private Wealth Services first reported a position in SPMO in Q4 2022 and held it in 4 quarters. The position peaked at $420K in Q3 2023. 59 funds tracked by Wall St. Rank hold SPMO as of Q4 2023.

Kestra Private Wealth Services reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2023 after selling out during the quarter.
Kestra Private Wealth Services sold 7,328 Invesco S&P 500 Momentum ETF shares in Q4 2023, an estimated $420K.
Kestra Private Wealth Services first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and held it in 4 quarters.
Kestra Private Wealth Services's Invesco S&P 500 Momentum ETF position peaked at $420K in Q3 2023.
59 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2023.

Based on Kestra Private Wealth Services's 13F filing for Q4 2023, filed 5 Feb 2024.