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Arete Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Arete Wealth Advisors’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 		– Sell
-6,529
Closed -$790K – 702
2025
Q3 		$790K Buy
6,529
+4,449
+214% +$518K 0.05% 326
2025
Q2 		$234K Buy
+2,080
New +$208K 0.02% 643

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 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arete Wealth Advisors's SPMO Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2025, closing a stake of 6,529 shares — an estimated $790K sold.

Arete Wealth Advisors first reported a position in SPMO in Q2 2025 and held it in 2 quarters. The position peaked at $790K in Q3 2025. 647 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,529 Invesco S&P 500 Momentum ETF shares in Q4 2025, an estimated $790K.
  • Arete Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's Invesco S&P 500 Momentum ETF position peaked at $790K in Q3 2025.
  • 647 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.