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Cadence Bank’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Cadence Bank’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
Q4 		$224K Hold
1,881
– – 0.01% 309
2025
Q3 		$228K Hold
1,881
– – 0.01% 312
2025
Q2 		$212K Buy
+1,881
New +$188K 0.01% 322

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cadence Bank's SPMO Position: Q4 2025 in Review

Cadence Bank held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q4 2025 at 1,881 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #309.

Cadence Bank first reported a position in SPMO in Q2 2025 and has held it in 3 quarters since. The position peaked at $228K in Q3 2025. 647 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

  • Cadence Bank held 1,881 shares of Invesco S&P 500 Momentum ETF worth $224K as of Q4 2025.
  • Cadence Bank left its Invesco S&P 500 Momentum ETF share count unchanged in Q4 2025.
  • Invesco S&P 500 Momentum ETF made up 0.01% of Cadence Bank's portfolio in Q4 2025, its #309 holding.
  • Cadence Bank first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 3 quarters since.
  • Cadence Bank's Invesco S&P 500 Momentum ETF position peaked at $228K in Q3 2025.
  • 647 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.