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Kings Point Capital Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Kings Point Capital Management’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
2020
Q1 		– Sell
-3,000
Closed -$126K – 501
2019
Q4 		$126K Buy
+3,000
New +$122K 0.02% 226

Other funds holding SPMO

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PFA
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $351M AUM 17.99% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $140M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Kings Point Capital Management's SPMO Position: Q1 2020 in Review

Kings Point Capital Management sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2020, closing a stake of 3,000 shares — an estimated $126K sold.

Kings Point Capital Management first reported a position in SPMO in Q4 2019 and held it in 1 quarter. The position peaked at $126K in Q4 2019. 27 funds tracked by Wall St. Rank hold SPMO as of Q1 2020.

  • Kings Point Capital Management reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2020 after selling out during the quarter.
  • Kings Point Capital Management sold 3,000 Invesco S&P 500 Momentum ETF shares in Q1 2020, an estimated $126K.
  • Kings Point Capital Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2019 and held it in 1 quarter.
  • Kings Point Capital Management's Invesco S&P 500 Momentum ETF position peaked at $126K in Q4 2019.
  • 27 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2020.

Based on Kings Point Capital Management's 13F filing for Q1 2020, filed 14 May 2020.