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

V 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
2020
Q3 		– Sell
-5,170
Closed -$226K – 321
2020
Q2 		$226K Buy
+5,170
New +$212K 0.06% 313

Other funds holding SPMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

V Wealth Advisors's SPMO Position: Q3 2020 in Review

V Wealth Advisors sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2020, closing a stake of 5,170 shares — an estimated $226K sold.

V Wealth Advisors first reported a position in SPMO in Q2 2020 and held it in 1 quarter. The position peaked at $226K in Q2 2020. 28 funds tracked by Wall St. Rank hold SPMO as of Q3 2020.

  • V Wealth Advisors reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2020 after selling out during the quarter.
  • V Wealth Advisors sold 5,170 Invesco S&P 500 Momentum ETF shares in Q3 2020, an estimated $226K.
  • V Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2020 and held it in 1 quarter.
  • V Wealth Advisors's Invesco S&P 500 Momentum ETF position peaked at $226K in Q2 2020.
  • 28 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2020.

Based on V Wealth Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.