Wagner Wealth Management (South Carolina)’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q1	–	Sell	-10	Closed	-$1K	–	595
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	668
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	632
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	670
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	635
2020 Q4	$1K	Buy	+10	New	+$511	﹤0.01%	208

Other funds holding SPMO

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFA

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

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

FLA

Financial Life Advisors San Antonio, Texas $321M AUM 12.89% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SPMO Position: Q1 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2022, closing a stake of 10 shares — an estimated $1K sold.

Wagner Wealth Management (South Carolina) first reported a position in SPMO in Q4 2020 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 40 funds tracked by Wall St. Rank hold SPMO as of Q1 2022.

Wagner Wealth Management (South Carolina) reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 10 Invesco S&P 500 Momentum ETF shares in Q1 2022, an estimated $1K.
Wagner Wealth Management (South Carolina) first reported a position in Invesco S&P 500 Momentum ETF in Q4 2020 and held it in 5 quarters.
Wagner Wealth Management (South Carolina)'s Invesco S&P 500 Momentum ETF position peaked at $1K in Q4 2021.
40 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2022, filed 16 May 2022.