TC
SPMO icon

TAP Consulting’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

TAP Consulting’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
Q4 		$4.94M Sell
51,949
-3,391
-6% -$321K 1.01% 30
2024
Q3 		$5.02M Sell
55,340
-548
-1% -$48K 0.99% 30
2024
Q2 		$4.89M Buy
55,888
+21,484
+62% +$1.75M 1.03% 27
2024
Q1 		$2.76M Buy
+34,404
New +$2.53M 0.61% 45

Other funds holding SPMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

TAP Consulting's SPMO Position: Q4 2024 in Review

TAP Consulting reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 6.1% in Q4 2024, selling an estimated $321K and leaving 51,949 shares worth $4.94M. The position accounts for 1.01% of the portfolio, ranked #30.

TAP Consulting first reported a position in SPMO in Q1 2024 and has held it in 4 quarters since. The position peaked at $5.02M in Q3 2024. 352 funds tracked by Wall St. Rank hold SPMO as of Q4 2024.

  • TAP Consulting held 51,949 shares of Invesco S&P 500 Momentum ETF worth $4.94M as of Q4 2024.
  • TAP Consulting sold 3,391 Invesco S&P 500 Momentum ETF shares in Q4 2024, an estimated $321K.
  • Invesco S&P 500 Momentum ETF made up 1.01% of TAP Consulting's portfolio in Q4 2024, its #30 holding.
  • TAP Consulting first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 4 quarters since.
  • TAP Consulting's Invesco S&P 500 Momentum ETF position peaked at $5.02M in Q3 2024.
  • 352 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.