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

Berger 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 		$624K Buy
5,570
+6
+0.1% +$709 0.04% 266
2025
Q4 		$664K Buy
5,564
+3,132
+129% +$375K 0.04% 257
2025
Q3 		$294K Buy
+2,432
New +$283K 0.02% 360

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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 $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berger Financial Group's SPMO Position: Q1 2026 in Review

Berger Financial Group increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.11% in Q1 2026, buying an estimated $709 and bringing the position to 5,570 shares worth $624K. The position accounts for 0.04% of the portfolio, ranked #266.

Berger Financial Group first reported a position in SPMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $664K in Q4 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • Berger Financial Group held 5,570 shares of Invesco S&P 500 Momentum ETF worth $624K as of Q1 2026.
  • Berger Financial Group bought 6 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $709.
  • Invesco S&P 500 Momentum ETF made up 0.04% of Berger Financial Group's portfolio in Q1 2026, its #266 holding.
  • Berger Financial Group first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • Berger Financial Group's Invesco S&P 500 Momentum ETF position peaked at $664K in Q4 2025.
  • 648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.