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Personal CFO Solutions’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Personal CFO Solutions’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 		– Sell
-24,951
Closed -$2.26M – 587
2024
Q3 		$2.26M Buy
+24,951
New +$2.18M 0.32% 61

Other funds holding SPMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Osaic Holdings
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

Personal CFO Solutions's SPMO Position: Q4 2024 in Review

Personal CFO Solutions sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2024, closing a stake of 24,951 shares — an estimated $2.26M sold.

Personal CFO Solutions first reported a position in SPMO in Q3 2024 and held it in 1 quarter. The position peaked at $2.26M in Q3 2024. 351 funds tracked by Wall St. Rank hold SPMO as of Q4 2024.

  • Personal CFO Solutions reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 24,951 Invesco S&P 500 Momentum ETF shares in Q4 2024, an estimated $2.26M.
  • Personal CFO Solutions first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and held it in 1 quarter.
  • Personal CFO Solutions's Invesco S&P 500 Momentum ETF position peaked at $2.26M in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.