FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025 Q2	–	Sell	-23,319	Closed	-$2.16M	–	86
2025 Q1	$2.16M	Buy	23,319 +757	+3%	+$74.1K	1.52%	12
2024 Q4	$2.14M	Buy	+22,562	New	+$2.14M	1.46%	10

Other funds holding SPMO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's SPMO Position: Q2 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2025, closing a stake of 23,319 shares — an estimated $2.16M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in SPMO in Q4 2024 and held it in 2 quarters. The position peaked at $2.16M in Q1 2025. 474 funds tracked by Wall St. Rank hold SPMO as of Q2 2025.

FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2025 after selling out during the quarter.
FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 23,319 Invesco S&P 500 Momentum ETF shares in Q2 2025, an estimated $2.16M.
FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and held it in 2 quarters.
FIG FINANCIAL ADVISORY SERVICES INC /ADV's Invesco S&P 500 Momentum ETF position peaked at $2.16M in Q1 2025.
474 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2025, filed 10 Aug 2026.