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

Burt 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	$4.99M	Hold	41,200	–	–	1.22%	18
2025 Q2	$4.63M	Hold	41,200	–	–	1.06%	19
2025 Q1	$3.81M	Hold	41,200	–	–	0.96%	21
2024 Q4	$3.91M	Hold	41,200	–	–	0.99%	20
2024 Q3	$3.73M	Hold	41,200	–	–	0.92%	21
2024 Q2	$3.6M	Hold	41,200	–	–	0.95%	21
2024 Q1	$3.31M	Hold	41,200	–	–	0.84%	23
2023 Q4	$2.7M	Hold	41,200	–	–	0.77%	23
2023 Q3	$2.36M	Sell	41,200 -2,150	-5%	-$124K	0.72%	22
2023 Q2	$2.42M	Sell	43,350 -3,350	-7%	-$185K	0.73%	20
2023 Q1	$2.55M	Sell	46,700 -16,175	-26%	-$887K	0.79%	19
2022 Q4	$3.57M	Buy	62,875 +56,542	+893%	+$3.18M	1.2%	15
2022 Q3	$319K	Buy	6,333 +1,240	+24%	+$67.2K	0.13%	65
2022 Q2	$264K	Sell	5,093 -37,382	-88%	-$2.1M	0.09%	76
2022 Q1	$2.6M	Buy	+42,475	New	+$2.57M	0.78%	18

Other funds holding SPMO

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $11.8B AUM 9.48% 1-Year Est. Return

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Burt Wealth Advisors held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q3 2025 at 41,200 shares worth $4.99M. The position accounts for 1.22% of the portfolio, ranked #18.

Burt Wealth Advisors first reported a position in SPMO in Q1 2022 and has held it in 15 quarters since. 572 funds tracked by Wall St. Rank hold SPMO as of Q3 2025.

Burt Wealth Advisors held 41,200 shares of Invesco S&P 500 Momentum ETF worth $4.99M as of Q3 2025.
Burt Wealth Advisors left its Invesco S&P 500 Momentum ETF share count unchanged in Q3 2025.
Invesco S&P 500 Momentum ETF made up 1.22% of Burt Wealth Advisors's portfolio in Q3 2025, its #18 holding.
Burt Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2022 and has held it in 15 quarters since.
572 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.