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

Apexium 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
2025 Q3	$669K	Buy	+5,530	New	+$644K	0.03%	165

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

MCM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Apexium Financial's SPMO Position: Q3 2025 in Review

Apexium Financial opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q3 2025: 5,530 shares worth $669K. The stake represents 0.03% of the portfolio and ranks #165 among its holdings.

572 funds tracked by Wall St. Rank hold SPMO as of Q3 2025.

Apexium Financial held 5,530 shares of Invesco S&P 500 Momentum ETF worth $669K as of Q3 2025.
Invesco S&P 500 Momentum ETF was a new Apexium Financial position in Q3 2025.
Invesco S&P 500 Momentum ETF made up 0.03% of Apexium Financial's portfolio in Q3 2025, its #165 holding.
572 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.