CIBC Private Wealth Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

CIBC Private Wealth Group’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	$1.82M	Sell	15,255 -717	-4%	-$85.9K	﹤0.01%	595
2025 Q3	$1.93M	Buy	15,972 +15,758	+7,364%	+$1.84M	﹤0.01%	575
2025 Q2	$24.1K	Buy	+214	New	+$21.4K	﹤0.01%	1948
2025 Q1	–	Sell	-393	Closed	-$38K	–	3256
2024 Q4	$38K	Hold	393	–	–	﹤0.01%	1790
2024 Q3	$35.6K	Buy	+393	New	+$34.4K	﹤0.01%	1901

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

CIBC Private Wealth Group's SPMO Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 4.5% in Q4 2025, selling an estimated $85.9K and leaving 15,255 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #595.

CIBC Private Wealth Group first reported a position in SPMO in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.93M in Q3 2025. 646 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

CIBC Private Wealth Group held 15,255 shares of Invesco S&P 500 Momentum ETF worth $1.82M as of Q4 2025.
CIBC Private Wealth Group sold 717 Invesco S&P 500 Momentum ETF shares in Q4 2025, an estimated $85.9K.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #595 holding.
CIBC Private Wealth Group first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 5 quarters since.
CIBC Private Wealth Group's Invesco S&P 500 Momentum ETF position peaked at $1.93M in Q3 2025.
646 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.