Lake Street Advisors Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Lake Street Advisors Group’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 Q4	$532K	Hold	5,601	–	–	0.02%	322
2024 Q3	$508K	Buy	5,601 +1	+0%	+$88	0.02%	333
2024 Q2	$490K	Buy	5,600 +550	+11%	+$44.7K	0.02%	323
2024 Q1	$405K	Buy	+5,050	New	+$372K	0.02%	378

Other funds holding SPMO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Lake Street Advisors Group's SPMO Position: Q4 2024 in Review

Lake Street Advisors Group held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q4 2024 at 5,601 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #322.

Lake Street Advisors Group first reported a position in SPMO in Q1 2024 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold SPMO as of Q4 2024.

Lake Street Advisors Group held 5,601 shares of Invesco S&P 500 Momentum ETF worth $532K as of Q4 2024.
Lake Street Advisors Group left its Invesco S&P 500 Momentum ETF share count unchanged in Q4 2024.
Invesco S&P 500 Momentum ETF made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #322 holding.
Lake Street Advisors Group first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 4 quarters since.
351 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.