AF
SPMO icon

Allworth Financial’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Allworth Financial’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
2026
Q1 		$3.8M Sell
33,857
-2,430
-7% -$287K 0.02% 407
2025
Q4 		$4.33M Buy
36,287
+2,952
+9% +$354K 0.02% 382
2025
Q3 		$4.04M Buy
33,335
+6,309
+23% +$735K 0.02% 355
2025
Q2 		$3.04M Sell
27,026
-897
-3% -$89.5K 0.01% 406
2025
Q1 		$2.59M Sell
27,923
-627
-2% -$61.4K 0.01% 353
2024
Q4 		$2.88M Buy
28,550
+328
+1% +$31.1K 0.02% 339
2024
Q3 		$2.56M Buy
28,222
+6,657
+31% +$583K 0.02% 296
2024
Q2 		$1.86M Buy
21,565
+1,850
+9% +$150K 0.01% 344
2024
Q1 		$1.58M Buy
+19,715
New +$1.45M 0.01% 345

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return