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Piedmont Capital Management (Montana)’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Piedmont Capital Management (Montana)’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
Q4 		– Sell
-132,123
Closed -$2.77M – 50
2023
Q3 		$2.77M Buy
+132,123
New +$7.59M 2.21% 10

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 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

Piedmont Capital Management (Montana)'s SPMO Position: Q4 2023 in Review

Piedmont Capital Management (Montana) sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2023, closing a stake of 132,123 shares — an estimated $2.77M sold.

Piedmont Capital Management (Montana) first reported a position in SPMO in Q3 2023 and held it in 1 quarter. The position peaked at $2.77M in Q3 2023. 59 funds tracked by Wall St. Rank hold SPMO as of Q4 2023.

  • Piedmont Capital Management (Montana) reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2023 after selling out during the quarter.
  • Piedmont Capital Management (Montana) sold 132,123 Invesco S&P 500 Momentum ETF shares in Q4 2023, an estimated $2.77M.
  • Piedmont Capital Management (Montana) first reported a position in Invesco S&P 500 Momentum ETF in Q3 2023 and held it in 1 quarter.
  • Piedmont Capital Management (Montana)'s Invesco S&P 500 Momentum ETF position peaked at $2.77M in Q3 2023.
  • 59 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2023.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q4 2023, filed 13 Feb 2024.