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Pinnacle Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Pinnacle Wealth Management’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
2022
Q4 		$626K Buy
11,027
+2,285
+26% +$128K 0.75% 43
2022
Q3 		$440K Buy
8,742
+3,332
+62% +$181K 0.53% 44
2022
Q2 		$281K Sell
5,410
-210
-4% -$11.8K 0.4% 39
2022
Q1 		$344K Buy
+5,620
New +$339K 0.4% 40

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
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
T
TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LAS
LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Pinnacle Wealth Management's SPMO Position: Q4 2022 in Review

Pinnacle Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 26% in Q4 2022, buying an estimated $128K and bringing the position to 11,027 shares worth $626K. The position accounts for 0.75% of the portfolio, ranked #43.

Pinnacle Wealth Management first reported a position in SPMO in Q1 2022 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold SPMO as of Q4 2022.

  • Pinnacle Wealth Management held 11,027 shares of Invesco S&P 500 Momentum ETF worth $626K as of Q4 2022.
  • Pinnacle Wealth Management bought 2,285 Invesco S&P 500 Momentum ETF shares in Q4 2022, an estimated $128K.
  • Invesco S&P 500 Momentum ETF made up 0.75% of Pinnacle Wealth Management's portfolio in Q4 2022, its #43 holding.
  • Pinnacle Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2022 and has held it in 4 quarters since.
  • 61 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2022.

Based on Pinnacle Wealth Management's 13F filing for Q4 2022, filed 30 Jan 2023.