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Claris Financial’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Claris Financial’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
Q1 		$1.14M Sell
10,184
-194
-2% -$22.9K 0.62% 41
2025
Q4 		$1.24M Sell
10,378
-1,201
-10% -$144K 0.66% 35
2025
Q3 		$1.4M Buy
11,579
+2,140
+23% +$249K 0.8% 22
2025
Q2 		$1.06M Buy
9,439
+1,706
+22% +$170K 0.8% 31
2025
Q1 		$735K Hold
7,733
– – 0.48% 49
2024
Q4 		$735K Buy
+7,733
New +$733K 0.48% 49

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Claris Financial's SPMO Position: Q1 2026 in Review

Claris Financial reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.9% in Q1 2026, selling an estimated $22.9K and leaving 10,184 shares worth $1.14M. The position accounts for 0.62% of the portfolio, ranked #41.

Claris Financial first reported a position in SPMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.4M in Q3 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • Claris Financial held 10,184 shares of Invesco S&P 500 Momentum ETF worth $1.14M as of Q1 2026.
  • Claris Financial sold 194 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $22.9K.
  • Invesco S&P 500 Momentum ETF made up 0.62% of Claris Financial's portfolio in Q1 2026, its #41 holding.
  • Claris Financial first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's Invesco S&P 500 Momentum ETF position peaked at $1.4M in Q3 2025.
  • 648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.