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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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return