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AIFG Consultants’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

AIFG Consultants’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
Q4 		$3.26M Sell
27,328
-2,633
-9% -$316K 5.6% 4
2025
Q3 		$3.63M Sell
29,961
-2,524
-8% -$294K 6.39% 4
2025
Q2 		$3.65M Sell
32,485
-1,264
-4% -$126K 7.12% 3
2025
Q1 		$3.12M Buy
33,749
+722
+2% +$70.7K 5.14% 5
2024
Q4 		$3.14M Buy
+33,027
New +$3.13M 5.12% 6

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AIFG Consultants's SPMO Position: Q4 2025 in Review

AIFG Consultants reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 8.8% in Q4 2025, selling an estimated $316K and leaving 27,328 shares worth $3.26M. The position accounts for 5.6% of the portfolio, ranked #4.

AIFG Consultants first reported a position in SPMO in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.65M in Q2 2025. 646 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

  • AIFG Consultants held 27,328 shares of Invesco S&P 500 Momentum ETF worth $3.26M as of Q4 2025.
  • AIFG Consultants sold 2,633 Invesco S&P 500 Momentum ETF shares in Q4 2025, an estimated $316K.
  • Invesco S&P 500 Momentum ETF made up 5.6% of AIFG Consultants's portfolio in Q4 2025, its #4 holding.
  • AIFG Consultants first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 5 quarters since.
  • AIFG Consultants's Invesco S&P 500 Momentum ETF position peaked at $3.65M in Q2 2025.
  • 646 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.