LifePlan Financial Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

LifePlan Financial 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
2020 Q3	$151K	Hold	3,031	–	–	0.07%	155
2020 Q2	$132K	Sell	3,031 -712	-19%	-$29.2K	0.06%	157
2020 Q1	$135K	Hold	3,743	–	–	0.07%	142
2019 Q4	$157K	Hold	3,743	–	–	0.07%	149
2019 Q3	$152K	Hold	3,743	–	–	0.07%	147
2019 Q2	$151K	Buy	3,743 +1,386	+59%	+$54.9K	0.07%	142
2019 Q1	$93K	Hold	2,357	–	–	0.05%	187
2018 Q4	$80K	Buy	2,357 +712	+43%	+$25.9K	0.05%	192
2018 Q3	$67K	Buy	1,645 +473	+40%	+$18.5K	0.04%	223
2018 Q2	$43K	Hold	1,172	–	–	0.02%	258
2018 Q1	$41K	Buy	+1,172	New	+$42.5K	0.02%	253

Other funds holding SPMO

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJFSA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

PFA

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

WIA

Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

LifePlan Financial Group's SPMO Position: Q3 2020 in Review

LifePlan Financial Group held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q3 2020 at 3,031 shares worth $151K. The position accounts for 0.07% of the portfolio, ranked #155.

LifePlan Financial Group first reported a position in SPMO in Q1 2018 and has held it in 11 quarters since. The position peaked at $157K in Q4 2019. 28 funds tracked by Wall St. Rank hold SPMO as of Q3 2020.

LifePlan Financial Group held 3,031 shares of Invesco S&P 500 Momentum ETF worth $151K as of Q3 2020.
LifePlan Financial Group left its Invesco S&P 500 Momentum ETF share count unchanged in Q3 2020.
Invesco S&P 500 Momentum ETF made up 0.07% of LifePlan Financial Group's portfolio in Q3 2020, its #155 holding.
LifePlan Financial Group first reported a position in Invesco S&P 500 Momentum ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Invesco S&P 500 Momentum ETF position peaked at $157K in Q4 2019.
28 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.