Clark Capital Management Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Clark Capital Management 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	–	Sell	-861,413	Closed	-$104M	–	525
2025 Q3	$104M	Sell	861,413 -1,364,888	-61%	-$159M	0.65%	38
2025 Q2	$250M	Buy	2,226,301 +543,093	+32%	+$54.2M	1.74%	7
2025 Q1	$156M	Buy	1,683,208 +440,005	+35%	+$43.1M	1.12%	13
2024 Q4	$118M	Sell	1,243,203 -694,029	-36%	-$65.8M	0.83%	24
2024 Q3	$176M	Sell	1,937,232 -205,362	-10%	-$18M	1.2%	12
2024 Q2	$187M	Buy	2,142,594 +488,030	+29%	+$39.6M	1.38%	10
2024 Q1	$133M	Buy	+1,654,564	New	+$122M	0.99%	15

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clark Capital Management Group's SPMO Position: Q4 2025 in Review

Clark Capital Management Group sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2025, closing a stake of 861,413 shares — an estimated $104M sold.

Clark Capital Management Group first reported a position in SPMO in Q1 2024 and held it in 7 quarters. The position peaked at $250M in Q2 2025. 644 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

Clark Capital Management Group reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2025 after selling out during the quarter.
Clark Capital Management Group sold 861,413 Invesco S&P 500 Momentum ETF shares in Q4 2025, an estimated $104M.
Clark Capital Management Group first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and held it in 7 quarters.
Clark Capital Management Group's Invesco S&P 500 Momentum ETF position peaked at $250M in Q2 2025.
644 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on Clark Capital Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.