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Stegent Equity Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Stegent Equity 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 		– Sell
-13,429
Closed -$1.17M – 94
2024
Q2 		$1.17M Buy
+13,429
New +$1.09M 1.22% 30

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

Stegent Equity Advisors's SPMO Position: Q3 2024 in Review

Stegent Equity Advisors sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2024, closing a stake of 13,429 shares — an estimated $1.17M sold.

Stegent Equity Advisors first reported a position in SPMO in Q2 2024 and held it in 1 quarter. The position peaked at $1.17M in Q2 2024. 219 funds tracked by Wall St. Rank hold SPMO as of Q3 2024.

  • Stegent Equity Advisors reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • Stegent Equity Advisors sold 13,429 Invesco S&P 500 Momentum ETF shares in Q3 2024, an estimated $1.17M.
  • Stegent Equity Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and held it in 1 quarter.
  • Stegent Equity Advisors's Invesco S&P 500 Momentum ETF position peaked at $1.17M in Q2 2024.
  • 219 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2024.

Based on Stegent Equity Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.