Clearview Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Clearview Wealth Advisors’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	$1.13M	Buy	9,485 +3,493	+58%	+$419K	0.72%	33
2025 Q3	$725K	Buy	5,992 +164	+3%	+$19.1K	0.46%	45
2025 Q2	$655K	Buy	5,828 +57	+1%	+$5.69K	0.46%	46
2025 Q1	$534K	Buy	+5,771	New	+$565K	0.4%	52

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

Clearview Wealth Advisors's SPMO Position: Q4 2025 in Review

Clearview Wealth Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 58% in Q4 2025, buying an estimated $419K and bringing the position to 9,485 shares worth $1.13M. The position accounts for 0.72% of the portfolio, ranked #33.

Clearview Wealth Advisors first reported a position in SPMO in Q1 2025 and has held it in 4 quarters since. 646 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

Clearview Wealth Advisors held 9,485 shares of Invesco S&P 500 Momentum ETF worth $1.13M as of Q4 2025.
Clearview Wealth Advisors bought 3,493 Invesco S&P 500 Momentum ETF shares in Q4 2025, an estimated $419K.
Invesco S&P 500 Momentum ETF made up 0.72% of Clearview Wealth Advisors's portfolio in Q4 2025, its #33 holding.
Clearview Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 4 quarters since.
646 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.