Ladenburg Thalmann Financial Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Ladenburg Thalmann Financial 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
2019 Q4	$52K	Sell	3,829 -17,909	-82%	-$730K	﹤0.01%	3505
2019 Q3	$882K	Buy	21,738 +17,876	+463%	+$728K	0.01%	1333
2019 Q2	$156K	Buy	3,862 +2,450	+174%	+$97K	﹤0.01%	2643
2019 Q1	$56K	Buy	1,412 +1,012	+253%	+$37.7K	﹤0.01%	3334
2018 Q4	$14K	Buy	400 +200	+100%	+$7.29K	﹤0.01%	4085
2018 Q3	$8K	Sell	200 -100	-33%	-$3.92K	﹤0.01%	4400
2018 Q2	$11K	Hold	300	–	–	﹤0.01%	4206
2018 Q1	$11K	Hold	300	–	–	﹤0.01%	4206
2017 Q4	$10K	Buy	+300	New	+$10K	﹤0.01%	4189

Other funds holding SPMO

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

TWA

Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return

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

PFA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SPMO Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 82% in Q4 2019, selling an estimated $730K and leaving 3,829 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #3505.

Ladenburg Thalmann Financial Services first reported a position in SPMO in Q4 2017 and has held it in 9 quarters since. The position peaked at $882K in Q3 2019. 35 funds tracked by Wall St. Rank hold SPMO as of Q4 2019.

Ladenburg Thalmann Financial Services held 3,829 shares of Invesco S&P 500 Momentum ETF worth $52K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 17,909 Invesco S&P 500 Momentum ETF shares in Q4 2019, an estimated $730K.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3505 holding.
Ladenburg Thalmann Financial Services first reported a position in Invesco S&P 500 Momentum ETF in Q4 2017 and has held it in 9 quarters since.
Ladenburg Thalmann Financial Services's Invesco S&P 500 Momentum ETF position peaked at $882K in Q3 2019.
35 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.