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Lowery Thomas LLC’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Lowery Thomas LLC’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
2023
Q2 		– Sell
-4,143
Closed -$226K – 47
2023
Q1 		$226K Sell
4,143
-8,613
-68% -$473K 0.25% 42
2022
Q4 		$724K Buy
+12,756
New +$716K 0.87% 24

Other funds holding SPMO

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
T
TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lowery Thomas LLC's SPMO Position: Q2 2023 in Review

Lowery Thomas LLC sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2023, closing a stake of 4,143 shares — an estimated $226K sold.

Lowery Thomas LLC first reported a position in SPMO in Q4 2022 and held it in 2 quarters. The position peaked at $724K in Q4 2022. 55 funds tracked by Wall St. Rank hold SPMO as of Q2 2023.

  • Lowery Thomas LLC reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2023 after selling out during the quarter.
  • Lowery Thomas LLC sold 4,143 Invesco S&P 500 Momentum ETF shares in Q2 2023, an estimated $226K.
  • Lowery Thomas LLC first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and held it in 2 quarters.
  • Lowery Thomas LLC's Invesco S&P 500 Momentum ETF position peaked at $724K in Q4 2022.
  • 55 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2023.

Based on Lowery Thomas LLC's 13F filing for Q2 2023, filed 31 Jul 2023.