BlueChip Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

BlueChip Wealth Advisors’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 Q3	–	Sell	-15,391	Closed	-$1.73M	–	185
2025 Q2	$1.73M	Buy	15,391 +854	+6%	+$85.3K	0.77%	33
2025 Q1	$1.35M	Buy	14,537 +2,681	+23%	+$262K	0.66%	36
2024 Q4	$1.13M	Buy	11,856 +1,859	+19%	+$176K	0.62%	35
2024 Q3	$906K	Buy	9,997 +3,630	+57%	+$318K	0.47%	46
2024 Q2	$557K	Buy	6,367 +1,770	+39%	+$144K	0.33%	65
2024 Q1	$369K	Buy	+4,597	New	+$339K	0.24%	84

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BlueChip Wealth Advisors's SPMO Position: Q3 2025 in Review

BlueChip Wealth Advisors sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2025, closing a stake of 15,391 shares — an estimated $1.73M sold.

BlueChip Wealth Advisors first reported a position in SPMO in Q1 2024 and held it in 6 quarters. The position peaked at $1.73M in Q2 2025. 573 funds tracked by Wall St. Rank hold SPMO as of Q3 2025.

BlueChip Wealth Advisors reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2025 after selling out during the quarter.
BlueChip Wealth Advisors sold 15,391 Invesco S&P 500 Momentum ETF shares in Q3 2025, an estimated $1.73M.
BlueChip Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and held it in 6 quarters.
BlueChip Wealth Advisors's Invesco S&P 500 Momentum ETF position peaked at $1.73M in Q2 2025.
573 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.