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Austin Private Wealth’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Austin Private Wealth’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 		$28.5M Buy
239,034
+88,270
+59% +$10.6M 2.12% 13
2025
Q3 		$18.3M Sell
150,764
-18,869
-11% -$2.2M 1.38% 21
2025
Q2 		$19.1M Buy
169,633
+1,694
+1% +$169K 1.5% 19
2025
Q1 		$15.5M Buy
167,939
+14,618
+10% +$1.43M 1.39% 20
2024
Q4 		$14.6M Buy
+153,321
New +$14.5M 1.35% 19

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 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Austin Private Wealth's SPMO Position: Q4 2025 in Review

Austin Private Wealth increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 59% in Q4 2025, buying an estimated $10.6M and bringing the position to 239,034 shares worth $28.5M. The position accounts for 2.12% of the portfolio, ranked #13.

Austin Private Wealth first reported a position in SPMO in Q4 2024 and has held it in 5 quarters since. 646 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

  • Austin Private Wealth held 239,034 shares of Invesco S&P 500 Momentum ETF worth $28.5M as of Q4 2025.
  • Austin Private Wealth bought 88,270 Invesco S&P 500 Momentum ETF shares in Q4 2025, an estimated $10.6M.
  • Invesco S&P 500 Momentum ETF made up 2.12% of Austin Private Wealth's portfolio in Q4 2025, its #13 holding.
  • Austin Private Wealth first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 5 quarters since.
  • 646 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.