Bank Julius Baer & Co
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Bank Julius Baer & Co’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-453
Closed -$47.5K – 671
2024
Q4 		$47.5K Buy
+453
New +$42.9K ﹤0.01% 554

Other funds holding SPMO

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank Julius Baer & Co's SPMO Position: Q1 2025 in Review

Bank Julius Baer & Co sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2025, closing a stake of 453 shares — an estimated $47.5K sold.

Bank Julius Baer & Co first reported a position in SPMO in Q4 2024 and held it in 1 quarter. The position peaked at $47.5K in Q4 2024. 389 funds tracked by Wall St. Rank hold SPMO as of Q1 2025.

  • Bank Julius Baer & Co reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 453 Invesco S&P 500 Momentum ETF shares in Q1 2025, an estimated $47.5K.
  • Bank Julius Baer & Co first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and held it in 1 quarter.
  • Bank Julius Baer & Co's Invesco S&P 500 Momentum ETF position peaked at $47.5K in Q4 2024.
  • 389 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2025.

Based on Bank Julius Baer & Co's 13F filing for Q1 2025, filed 6 May 2025.