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

WESPAC 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
2024
Q3 		– Sell
-2,544
Closed -$222K – 165
2024
Q2 		$222K Sell
2,544
-17,892
-88% -$1.45M 0.17% 137
2024
Q1 		$1.64M Buy
+20,436
New +$1.51M 0.95% 27

Other funds holding SPMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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 $85.1B AUM 27.35% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

WESPAC Advisors's SPMO Position: Q3 2024 in Review

WESPAC Advisors sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2024, closing a stake of 2,544 shares — an estimated $222K sold.

WESPAC Advisors first reported a position in SPMO in Q1 2024 and held it in 2 quarters. The position peaked at $1.64M in Q1 2024. 220 funds tracked by Wall St. Rank hold SPMO as of Q3 2024.

  • WESPAC Advisors reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • WESPAC Advisors sold 2,544 Invesco S&P 500 Momentum ETF shares in Q3 2024, an estimated $222K.
  • WESPAC Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and held it in 2 quarters.
  • WESPAC Advisors's Invesco S&P 500 Momentum ETF position peaked at $1.64M in Q1 2024.
  • 220 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2024.

Based on WESPAC Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.