Wolff Wiese Magana’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Wolff Wiese Magana’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 Q3	–	Sell	-37	Closed	-$2K	–	963
2022 Q2	$2K	Hold	37	–	–	﹤0.01%	741
2022 Q1	$2K	Hold	37	–	–	﹤0.01%	737
2021 Q4	$2K	Hold	37	–	–	﹤0.01%	742
2021 Q3	$2K	Buy	+37	New	+$2.28K	﹤0.01%	735

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

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

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

IDA

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

IWP

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

PFA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BPA

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Wolff Wiese Magana's SPMO Position: Q3 2022 in Review

Wolff Wiese Magana sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2022, closing a stake of 37 shares — an estimated $2K sold.

Wolff Wiese Magana first reported a position in SPMO in Q3 2021 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 44 funds tracked by Wall St. Rank hold SPMO as of Q3 2022.

Wolff Wiese Magana reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2022 after selling out during the quarter.
Wolff Wiese Magana sold 37 Invesco S&P 500 Momentum ETF shares in Q3 2022, an estimated $2K.
Wolff Wiese Magana first reported a position in Invesco S&P 500 Momentum ETF in Q3 2021 and held it in 4 quarters.
Wolff Wiese Magana's Invesco S&P 500 Momentum ETF position peaked at $2K in Q2 2022.
44 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2022.

Based on Wolff Wiese Magana's 13F filing for Q3 2022, filed 26 Oct 2022.