AssetMark Inc’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

AssetMark Inc’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 Q3	$991K	Sell	6,536 -29,146	-82%	-$4.34M	﹤0.01%	1093
2026 Q2	$5.76M	Sell	35,682 -8,966	-20%	-$1.26M	0.01%	696
2026 Q1	$5.01M	Buy	44,648 +2,808	+7%	+$332K	0.01%	661
2025 Q4	$4.99M	Buy	41,840 +15,738	+60%	+$1.89M	0.01%	658
2025 Q3	$3.16M	Sell	26,102 -2,248	-8%	-$262K	0.01%	721
2025 Q2	$3.19M	Buy	28,350 +1,425	+5%	+$142K	0.01%	681
2025 Q1	$2.49M	Buy	26,925 +3,250	+14%	+$318K	0.01%	663
2024 Q4	$2.25M	Buy	23,675 +23,294	+6,114%	+$2.21M	0.01%	685
2024 Q3	$34.5K	Sell	381 -19	-5%	-$1.66K	﹤0.01%	1378
2024 Q2	$35K	Buy	400 +369	+1,190%	+$30K	﹤0.01%	1293
2024 Q1	$2.49K	Buy	+31	New	+$2.28K	﹤0.01%	1560

Other funds holding SPMO

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Triton Wealth Management Sun City, Arizona $336M AUM 21.83% 1-Year Est. Return

AssetMark Inc's SPMO Position: Q3 2026 in Review

AssetMark Inc reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 82% in Q3 2026, selling an estimated $4.34M and leaving 6,536 shares worth $991K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

AssetMark Inc first reported a position in SPMO in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.76M in Q2 2026. 431 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

AssetMark Inc held 6,536 shares of Invesco S&P 500 Momentum ETF worth $991K as of Q3 2026.
AssetMark Inc sold 29,146 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $4.34M.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1093 holding.
AssetMark Inc first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 11 quarters since.
AssetMark Inc's Invesco S&P 500 Momentum ETF position peaked at $5.76M in Q2 2026.
431 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.