Avantax Advisory Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Avantax Advisory Services’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 Q2	$12.1M	Buy	108,008 +42,931	+66%	+$4.29M	0.07%	223
2025 Q1	$6.02M	Buy	65,077 +48,422	+291%	+$4.74M	0.04%	361
2024 Q4	$1.58M	Buy	16,655 +10,874	+188%	+$1.03M	0.01%	835
2024 Q3	$524K	Buy	5,781 +458	+9%	+$40.1K	﹤0.01%	1383
2024 Q2	$466K	Buy	+5,323	New	+$432K	﹤0.01%	1410

Other funds holding SPMO

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

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Avantax Advisory Services's SPMO Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 66% in Q2 2025, buying an estimated $4.29M and bringing the position to 108,008 shares worth $12.1M. The position accounts for 0.07% of the portfolio, ranked #223.

Avantax Advisory Services first reported a position in SPMO in Q2 2024 and has held it in 5 quarters since. 474 funds tracked by Wall St. Rank hold SPMO as of Q2 2025.

Avantax Advisory Services held 108,008 shares of Invesco S&P 500 Momentum ETF worth $12.1M as of Q2 2025.
Avantax Advisory Services bought 42,931 Invesco S&P 500 Momentum ETF shares in Q2 2025, an estimated $4.29M.
Invesco S&P 500 Momentum ETF made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #223 holding.
Avantax Advisory Services first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 5 quarters since.
474 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.