Wealthstreet Investment Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Wealthstreet Investment 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
2021 Q3	–	Sell	-3,000	Closed	-$178K	–	91
2021 Q2	$178K	Sell	3,000 -24,850	-89%	-$1.39M	0.92%	33
2021 Q1	$1.48M	Hold	27,850	–	–	0.14%	141
2020 Q4	$1.47M	Hold	27,850	–	–	0.15%	136
2020 Q3	$1.39M	Sell	27,850 -100	-0.4%	-$4.78K	0.16%	128
2020 Q2	$1.22M	Hold	27,950	–	–	0.15%	129
2020 Q1	$1.01M	Buy	27,950 +14,250	+104%	+$585K	0.15%	127
2019 Q4	$574K	Sell	13,700 -50	-0.4%	-$2.04K	0.07%	220
2019 Q3	$554K	Sell	13,750 -200	-1%	-$8.15K	0.07%	207
2019 Q2	$564K	Hold	13,950	–	–	0.07%	208
2019 Q1	$548K	Sell	13,950 -3,200	-19%	-$119K	0.07%	209
2018 Q4	$618K	Buy	+17,150	New	+$625K	0.09%	188

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealthstreet Investment Advisors's SPMO Position: Q3 2021 in Review

Wealthstreet Investment Advisors sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2021, closing a stake of 3,000 shares — an estimated $178K sold.

Wealthstreet Investment Advisors first reported a position in SPMO in Q4 2018 and held it in 11 quarters. The position peaked at $1.48M in Q1 2021. 39 funds tracked by Wall St. Rank hold SPMO as of Q3 2021.

Wealthstreet Investment Advisors reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 3,000 Invesco S&P 500 Momentum ETF shares in Q3 2021, an estimated $178K.
Wealthstreet Investment Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2018 and held it in 11 quarters.
Wealthstreet Investment Advisors's Invesco S&P 500 Momentum ETF position peaked at $1.48M in Q1 2021.
39 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.