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

VitalStone Financial’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
Q3 		$1.81K Hold
20
– – ﹤0.01% 390
2024
Q2 		$1.75K Sell
20
-100
-83% -$8.12K ﹤0.01% 403
2024
Q1 		$10K Buy
+120
New +$8.84K 0.01% 278

Other funds holding SPMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

VitalStone Financial's SPMO Position: Q3 2024 in Review

VitalStone Financial held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q3 2024 at 20 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

VitalStone Financial first reported a position in SPMO in Q1 2024 and has held it in 3 quarters since. The position peaked at $10K in Q1 2024. 219 funds tracked by Wall St. Rank hold SPMO as of Q3 2024.

  • VitalStone Financial held 20 shares of Invesco S&P 500 Momentum ETF worth $1.81K as of Q3 2024.
  • VitalStone Financial left its Invesco S&P 500 Momentum ETF share count unchanged in Q3 2024.
  • Invesco S&P 500 Momentum ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #390 holding.
  • VitalStone Financial first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 3 quarters since.
  • VitalStone Financial's Invesco S&P 500 Momentum ETF position peaked at $10K in Q1 2024.
  • 219 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.