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SPMO icon

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

TCWP’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
2023
Q3 		– Sell
-94,238
Closed -$5.27M – 160
2023
Q2 		$5.27M Buy
94,238
+3,395
+4% +$187K 1.13% 31
2023
Q1 		$4.95M Buy
90,843
+636
+0.7% +$34.9K 0.94% 33
2022
Q4 		$5.12M Buy
+90,207
New +$5.07M 1.04% 24

Other funds holding SPMO

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PCMM
Piedmont Capital Management (Montana) Whitefish, Montana $197M AUM 24.07% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

TCWP's SPMO Position: Q3 2023 in Review

TCWP sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2023, closing a stake of 94,238 shares — an estimated $5.27M sold.

TCWP first reported a position in SPMO in Q4 2022 and held it in 3 quarters. The position peaked at $5.27M in Q2 2023. 59 funds tracked by Wall St. Rank hold SPMO as of Q3 2023.

  • TCWP reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • TCWP sold 94,238 Invesco S&P 500 Momentum ETF shares in Q3 2023, an estimated $5.27M.
  • TCWP first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and held it in 3 quarters.
  • TCWP's Invesco S&P 500 Momentum ETF position peaked at $5.27M in Q2 2023.
  • 59 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2023.

Based on TCWP's 13F filing for Q3 2023, filed 24 Oct 2023.