AssuredPartners Investment Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

AssuredPartners Investment 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
2026 Q1	$981K	Buy	+8,477	New	+$1M	0.11%	194

Other funds holding SPMO

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssuredPartners Investment Advisors's SPMO Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q1 2026: 8,477 shares worth $981K. The stake represents 0.11% of the portfolio and ranks #194 among its holdings.

648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

AssuredPartners Investment Advisors held 8,477 shares of Invesco S&P 500 Momentum ETF worth $981K as of Q1 2026.
Invesco S&P 500 Momentum ETF was a new AssuredPartners Investment Advisors position in Q1 2026.
Invesco S&P 500 Momentum ETF made up 0.11% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #194 holding.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.