Stonebridge Financial Planning Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Stonebridge Financial Planning Group’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 Q1	–	Sell	-500	Closed	-$30K	–	330
2021 Q4	$30K	Hold	500	–	–	0.02%	261
2021 Q3	$33K	Hold	500	–	–	0.02%	261
2021 Q2	$30K	Hold	500	–	–	0.02%	263
2021 Q1	$28K	Hold	500	–	–	0.02%	265
2020 Q4	$26K	Hold	500	–	–	0.02%	250
2020 Q3	$26K	Hold	500	–	–	0.02%	239
2020 Q2	$22K	Hold	500	–	–	0.02%	257
2020 Q1	$19K	Hold	500	–	–	0.02%	251
2019 Q4	$21K	Buy	+500	New	+$20.4K	0.02%	240

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

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

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

FLA

Financial Life Advisors San Antonio, Texas $321M AUM 12.89% 1-Year Est. Return

Stonebridge Financial Planning Group's SPMO Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2022, closing a stake of 500 shares — an estimated $30K sold.

Stonebridge Financial Planning Group first reported a position in SPMO in Q4 2019 and held it in 9 quarters. The position peaked at $33K in Q3 2021. 40 funds tracked by Wall St. Rank hold SPMO as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 500 Invesco S&P 500 Momentum ETF shares in Q1 2022, an estimated $30K.
Stonebridge Financial Planning Group first reported a position in Invesco S&P 500 Momentum ETF in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's Invesco S&P 500 Momentum ETF position peaked at $33K in Q3 2021.
40 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.