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Newfound Research’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Newfound Research’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
Q4 		– Sell
-14,709
Closed -$735K – 154
2020
Q3 		$735K Buy
+14,709
New +$702K 2.1% 18

Other funds holding SPMO

MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Newfound Research's SPMO Position: Q4 2020 in Review

Newfound Research sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2020, closing a stake of 14,709 shares — an estimated $735K sold.

Newfound Research first reported a position in SPMO in Q3 2020 and held it in 1 quarter. The position peaked at $735K in Q3 2020. 36 funds tracked by Wall St. Rank hold SPMO as of Q4 2020.

  • Newfound Research reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2020 after selling out during the quarter.
  • Newfound Research sold 14,709 Invesco S&P 500 Momentum ETF shares in Q4 2020, an estimated $735K.
  • Newfound Research first reported a position in Invesco S&P 500 Momentum ETF in Q3 2020 and held it in 1 quarter.
  • Newfound Research's Invesco S&P 500 Momentum ETF position peaked at $735K in Q3 2020.
  • 36 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2020.

Based on Newfound Research's 13F filing for Q4 2020, filed 22 Jan 2021.