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Strata Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Strata Wealth 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
-3,796
Closed -$332K – 80
2024
Q2 		$332K Buy
3,796
+701
+23% +$56.9K 0.11% 55
2024
Q1 		$248K Buy
+3,095
New +$228K 0.09% 67

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

Strata Wealth Advisors's SPMO Position: Q3 2024 in Review

Strata Wealth Advisors sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2024, closing a stake of 3,796 shares — an estimated $332K sold.

Strata Wealth Advisors first reported a position in SPMO in Q1 2024 and held it in 2 quarters. The position peaked at $332K in Q2 2024. 219 funds tracked by Wall St. Rank hold SPMO as of Q3 2024.

  • Strata Wealth Advisors reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • Strata Wealth Advisors sold 3,796 Invesco S&P 500 Momentum ETF shares in Q3 2024, an estimated $332K.
  • Strata Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and held it in 2 quarters.
  • Strata Wealth Advisors's Invesco S&P 500 Momentum ETF position peaked at $332K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2024.

Based on Strata Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.