LCGC
SPMO icon

Legacy Capital Group California’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Legacy Capital Group California’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
Q2 		– Sell
-3,877
Closed -$311K – 337
2024
Q1 		$311K Buy
+3,877
New +$286K 0.11% 215

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
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
FIC
Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return

Legacy Capital Group California's SPMO Position: Q2 2024 in Review

Legacy Capital Group California sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2024, closing a stake of 3,877 shares — an estimated $311K sold.

Legacy Capital Group California first reported a position in SPMO in Q1 2024 and held it in 1 quarter. The position peaked at $311K in Q1 2024. 188 funds tracked by Wall St. Rank hold SPMO as of Q2 2024.

  • Legacy Capital Group California reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 3,877 Invesco S&P 500 Momentum ETF shares in Q2 2024, an estimated $311K.
  • Legacy Capital Group California first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Group California's Invesco S&P 500 Momentum ETF position peaked at $311K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2024.

Based on Legacy Capital Group California's 13F filing for Q2 2024, filed 22 Jul 2024.