Raymond James & Associates’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Raymond James & Associates’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 Q3	$5.12M	Buy	56,511 +47,053	+497%	+$4.12M	﹤0.01%	1645
2024 Q2	$827K	Buy	9,458 +4,876	+106%	+$396K	﹤0.01%	2754
2024 Q1	$368K	Buy	+4,582	New	+$338K	﹤0.01%	3259
2023 Q4	–	Sell	-19,949	Closed	-$1.14M	–	3944
2023 Q3	$1.14M	Buy	19,949 +156	+0.8%	+$8.96K	﹤0.01%	2374
2023 Q2	$1.11M	Sell	19,793 -111	-0.6%	-$6.13K	﹤0.01%	2408
2023 Q1	$1.09M	Buy	+19,904	New	+$1.09M	﹤0.01%	2408
2019 Q1	–	Sell	-7,434	Closed	-$251K	–	3705
2018 Q4	$251K	Buy	+7,434	New	+$271K	﹤0.01%	2976

Other funds holding SPMO

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Raymond James & Associates's SPMO Position: Q3 2024 in Review

Raymond James & Associates increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 497% in Q3 2024, buying an estimated $4.12M and bringing the position to 56,511 shares worth $5.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Raymond James & Associates first reported a position in SPMO in Q4 2018 and has held it in 7 quarters since. 219 funds tracked by Wall St. Rank hold SPMO as of Q3 2024.

Raymond James & Associates held 56,511 shares of Invesco S&P 500 Momentum ETF worth $5.12M as of Q3 2024.
Raymond James & Associates bought 47,053 Invesco S&P 500 Momentum ETF shares in Q3 2024, an estimated $4.12M.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1645 holding.
Raymond James & Associates first reported a position in Invesco S&P 500 Momentum ETF in Q4 2018 and has held it in 7 quarters since.
219 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.