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

Coldstream Capital Management’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
Q2 		– Sell
-650
Closed -$60.1K – 3043
2025
Q1 		$60.1K Buy
+650
New +$63.6K ﹤0.01% 1609

Other funds holding SPMO

Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Coldstream Capital Management's SPMO Position: Q2 2025 in Review

Coldstream Capital Management sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2025, closing a stake of 650 shares — an estimated $60.1K sold.

Coldstream Capital Management first reported a position in SPMO in Q1 2025 and held it in 1 quarter. The position peaked at $60.1K in Q1 2025. 474 funds tracked by Wall St. Rank hold SPMO as of Q2 2025.

  • Coldstream Capital Management reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 650 Invesco S&P 500 Momentum ETF shares in Q2 2025, an estimated $60.1K.
  • Coldstream Capital Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Invesco S&P 500 Momentum ETF position peaked at $60.1K in Q1 2025.
  • 474 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.