AFG
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Atomi Financial Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Atomi Financial Group’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 		$1.5M Buy
13,424
+9,585
+250% +$1.13M 0.05% 310
2025
Q4 		$458K Sell
3,839
-5,036
-57% -$604K 0.01% 733
2025
Q3 		$1.07M Sell
8,875
-5,991
-40% -$698K 0.03% 354
2025
Q2 		$1.67M Buy
14,866
+3,240
+28% +$323K 0.06% 214
2025
Q1 		$1.08M Buy
11,626
+6,310
+119% +$618K 0.05% 290
2024
Q4 		$505K Sell
5,316
-2,365
-31% -$224K 0.03% 475
2024
Q3 		$696K Sell
7,681
-533
-6% -$46.6K 0.04% 339
2024
Q2 		$718K Buy
8,214
+2,204
+37% +$179K 0.05% 280
2024
Q1 		$482K Buy
+6,010
New +$443K 0.04% 355

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Bank of America
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Morgan Stanley
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VIA
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Raymond James Financial
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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