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Zimmermann Investment Management & Planning’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Zimmermann Investment Management & Planning’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
Q4 		– Sell
-5,585
Closed -$506K – 118
2024
Q3 		$506K Sell
5,585
-40,559
-88% -$3.55M 0.16% 85
2024
Q2 		$4.04M Buy
46,144
+4,831
+12% +$392K 1.35% 26
2024
Q1 		$3.31M Buy
+41,313
New +$3.04M 1.19% 27

Other funds holding SPMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Zimmermann Investment Management & Planning's SPMO Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2024, closing a stake of 5,585 shares — an estimated $506K sold.

Zimmermann Investment Management & Planning first reported a position in SPMO in Q1 2024 and held it in 3 quarters. The position peaked at $4.04M in Q2 2024. 351 funds tracked by Wall St. Rank hold SPMO as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 5,585 Invesco S&P 500 Momentum ETF shares in Q4 2024, an estimated $506K.
  • Zimmermann Investment Management & Planning first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's Invesco S&P 500 Momentum ETF position peaked at $4.04M in Q2 2024.
  • 351 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.