Prudential Financial
SPMO icon

Prudential Financial’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Prudential Financial’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
-106,224
Closed -$9.63M – 2667
2024
Q3 		$9.63M Buy
106,224
+16,185
+18% +$1.42M 0.01% 699
2024
Q2 		$7.87M Buy
90,039
+42,190
+88% +$3.43M 0.01% 743
2024
Q1 		$3.84M Buy
+47,849
New +$3.53M 0.01% 1075
2023
Q1 		– Sell
-6,686
Closed -$380K – 2663
2022
Q4 		$380K Buy
+6,686
New +$376K ﹤0.01% 2145

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

Prudential Financial's SPMO Position: Q4 2024 in Review

Prudential Financial sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2024, closing a stake of 106,224 shares — an estimated $9.63M sold.

Prudential Financial first reported a position in SPMO in Q4 2022 and held it in 4 quarters. The position peaked at $9.63M in Q3 2024. 351 funds tracked by Wall St. Rank hold SPMO as of Q4 2024.

  • Prudential Financial reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 106,224 Invesco S&P 500 Momentum ETF shares in Q4 2024, an estimated $9.63M.
  • Prudential Financial first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and held it in 4 quarters.
  • Prudential Financial's Invesco S&P 500 Momentum ETF position peaked at $9.63M in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.