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Raymond James Financial Services Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Raymond James Financial Services Advisors’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 		$6.47M Sell
71,394
-25,233
-26% -$2.21M 0.01% 1099
2024
Q2 		$8.45M Buy
96,627
+21,743
+29% +$1.77M 0.01% 903
2024
Q1 		$6.01M Sell
74,884
-25,249
-25% -$1.86M 0.01% 1040
2023
Q4 		$6.56M Sell
100,133
-14,441
-13% -$873K 0.01% 940
2023
Q3 		$6.56M Sell
114,574
-11
-0% -$632 0.01% 885
2023
Q2 		$6.41M Sell
114,585
-26,941
-19% -$1.49M 0.01% 904
2023
Q1 		$7.72M Buy
141,526
+131,393
+1,297% +$7.21M 0.01% 802
2022
Q4 		$575K Buy
+10,133
New +$569K ﹤0.01% 2193
2022
Q3 		– Sell
-9,363
Closed -$486K – 3395
2022
Q2 		$486K Buy
+9,363
New +$527K ﹤0.01% 2292
2022
Q1 		– Sell
-71,687
Closed -$4.63M – 3463
2021
Q4 		$4.63M Buy
71,687
+66,866
+1,387% +$4.27M 0.01% 1049
2021
Q3 		$291K Sell
4,821
-110
-2% -$6.77K ﹤0.01% 2712
2021
Q2 		$293K Hold
4,931
– – ﹤0.01% 2740
2021
Q1 		$261K Sell
4,931
-41,562
-89% -$2.21M ﹤0.01% 2723
2020
Q4 		$2.46M Buy
46,493
+2,754
+6% +$141K 0.01% 1183
2020
Q3 		$2.19M Buy
+43,739
New +$2.09M 0.01% 1124
2019
Q1 		– Sell
-61,947
Closed -$2.09M – 2865
2018
Q4 		$2.09M Buy
+61,947
New +$2.26M 0.01% 880

Other funds holding SPMO

Envestnet Asset Management
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
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
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Raymond James Financial Services Advisors's SPMO Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 26% in Q3 2024, selling an estimated $2.21M and leaving 71,394 shares worth $6.47M. The position accounts for 0.01% of the portfolio, ranked #1099.

Raymond James Financial Services Advisors first reported a position in SPMO in Q4 2018 and has held it in 16 quarters since. The position peaked at $8.45M in Q2 2024. 219 funds tracked by Wall St. Rank hold SPMO as of Q3 2024.

  • Raymond James Financial Services Advisors held 71,394 shares of Invesco S&P 500 Momentum ETF worth $6.47M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 25,233 Invesco S&P 500 Momentum ETF shares in Q3 2024, an estimated $2.21M.
  • Invesco S&P 500 Momentum ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1099 holding.
  • Raymond James Financial Services Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2018 and has held it in 16 quarters since.
  • Raymond James Financial Services Advisors's Invesco S&P 500 Momentum ETF position peaked at $8.45M in Q2 2024.
  • 219 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.