Castleview Partners
SPMO icon

Castleview Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Castleview Partners’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
Q3 		$358K Sell
2,360
-3,709
-61% -$552K 0.16% 145
2026
Q2 		$980K Buy
+6,069
New +$855K 0.43% 51
2025
Q4 		– Sell
-2,734
Closed -$331K – 206
2025
Q3 		$331K Buy
2,734
+84
+3% +$9.8K 0.18% 120
2025
Q2 		$298K Buy
+2,650
New +$265K 0.19% 132

Other funds holding SPMO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Castleview Partners's SPMO Position: Q3 2026 in Review

Castleview Partners reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 61% in Q3 2026, selling an estimated $552K and leaving 2,360 shares worth $358K. The position accounts for 0.16% of the portfolio, ranked #145.

Castleview Partners first reported a position in SPMO in Q2 2025 and has held it in 4 quarters since. The position peaked at $980K in Q2 2026. 226 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Castleview Partners held 2,360 shares of Invesco S&P 500 Momentum ETF worth $358K as of Q3 2026.
  • Castleview Partners sold 3,709 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $552K.
  • Invesco S&P 500 Momentum ETF made up 0.16% of Castleview Partners's portfolio in Q3 2026, its #145 holding.
  • Castleview Partners first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 4 quarters since.
  • Castleview Partners's Invesco S&P 500 Momentum ETF position peaked at $980K in Q2 2026.
  • 226 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.