Centennial Wealth Advisory’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Centennial Wealth Advisory’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	–	Sell	-19,400	Closed	-$2.35M	–	171
2025 Q3	$2.35M	Sell	19,400 -54,586	-74%	-$6.36M	0.65%	30
2025 Q2	$8.19M	Buy	73,986 +5,735	+8%	+$573K	2.6%	9
2025 Q1	$6.32M	Buy	68,251 +22,687	+50%	+$2.22M	2.29%	11
2024 Q4	$4.33M	Sell	45,564 -20,260	-31%	-$1.92M	1.7%	13
2024 Q3	$5.97M	Sell	65,824 -422	-0.6%	-$36.9K	2.33%	12
2024 Q2	$5.79M	Buy	66,246 +16,619	+33%	+$1.35M	2.51%	9
2024 Q1	$3.98M	Buy	+49,627	New	+$3.66M	1.84%	9

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centennial Wealth Advisory's SPMO Position: Q4 2025 in Review

Centennial Wealth Advisory sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2025, closing a stake of 19,400 shares — an estimated $2.35M sold.

Centennial Wealth Advisory first reported a position in SPMO in Q1 2024 and held it in 7 quarters. The position peaked at $8.19M in Q2 2025. 646 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

Centennial Wealth Advisory reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2025 after selling out during the quarter.
Centennial Wealth Advisory sold 19,400 Invesco S&P 500 Momentum ETF shares in Q4 2025, an estimated $2.35M.
Centennial Wealth Advisory first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and held it in 7 quarters.
Centennial Wealth Advisory's Invesco S&P 500 Momentum ETF position peaked at $8.19M in Q2 2025.
646 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on Centennial Wealth Advisory's 13F filing for Q4 2025, filed 14 Jan 2026.