CAWM
SPMO icon

Capital A Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Capital A Wealth Management’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
Q2 		– Sell
-6
Closed -$555 – 785
2025
Q1 		$555 Sell
6
-14
-70% -$1.37K ﹤0.01% 614
2024
Q4 		$1.9K Buy
+20
New +$1.9K ﹤0.01% 482

Other funds holding SPMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Capital A Wealth Management's SPMO Position: Q2 2025 in Review

Capital A Wealth Management sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2025, closing a stake of 6 shares — an estimated $555 sold.

Capital A Wealth Management first reported a position in SPMO in Q4 2024 and held it in 2 quarters. The position peaked at $1.9K in Q4 2024. 474 funds tracked by Wall St. Rank hold SPMO as of Q2 2025.

  • Capital A Wealth Management reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 6 Invesco S&P 500 Momentum ETF shares in Q2 2025, an estimated $555.
  • Capital A Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $1.9K in Q4 2024.
  • 474 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.