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Valley Brook Capital Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Valley Brook Capital Group’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
2021
Q2 		– Sell
-264
Closed -$14K – 380
2021
Q1 		$14K Buy
264
+1
+0.4% +$53 0.01% 338
2020
Q4 		$13K Buy
+263
New +$13.5K 0.01% 313

Other funds holding SPMO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Valley Brook Capital Group's SPMO Position: Q2 2021 in Review

Valley Brook Capital Group sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2021, closing a stake of 264 shares — an estimated $14K sold.

Valley Brook Capital Group first reported a position in SPMO in Q4 2020 and held it in 2 quarters. The position peaked at $14K in Q1 2021. 39 funds tracked by Wall St. Rank hold SPMO as of Q2 2021.

  • Valley Brook Capital Group reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 264 Invesco S&P 500 Momentum ETF shares in Q2 2021, an estimated $14K.
  • Valley Brook Capital Group first reported a position in Invesco S&P 500 Momentum ETF in Q4 2020 and held it in 2 quarters.
  • Valley Brook Capital Group's Invesco S&P 500 Momentum ETF position peaked at $14K in Q1 2021.
  • 39 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.