Tillar-Wenstrup Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Tillar-Wenstrup 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
2020 Q1	–	Sell	-103,805	Closed	-$4.35M	–	45
2019 Q4	$4.35M	Sell	103,805 -593	-0.6%	-$24.2K	2.43%	13
2019 Q3	$4.24M	Sell	104,398 -1,538	-1%	-$62.7K	2.46%	12
2019 Q2	$4.28M	Buy	105,936 +71,529	+208%	+$2.83M	2.41%	12
2019 Q1	$1.35M	Sell	34,407 -39,278	-53%	-$1.46M	0.78%	36
2018 Q4	$2.49M	Buy	+73,685	New	+$2.68M	1.64%	23

Other funds holding SPMO

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

PFA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WIA

Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $351M AUM 17.99% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $140M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Tillar-Wenstrup Advisors's SPMO Position: Q1 2020 in Review

Tillar-Wenstrup Advisors sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2020, closing a stake of 103,805 shares — an estimated $4.35M sold.

Tillar-Wenstrup Advisors first reported a position in SPMO in Q4 2018 and held it in 5 quarters. The position peaked at $4.35M in Q4 2019. 27 funds tracked by Wall St. Rank hold SPMO as of Q1 2020.

Tillar-Wenstrup Advisors reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2020 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 103,805 Invesco S&P 500 Momentum ETF shares in Q1 2020, an estimated $4.35M.
Tillar-Wenstrup Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2018 and held it in 5 quarters.
Tillar-Wenstrup Advisors's Invesco S&P 500 Momentum ETF position peaked at $4.35M in Q4 2019.
27 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2020.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.