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Congress Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Congress Wealth 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 		$470K Hold
4,177
– – ﹤0.01% 948
2025
Q1 		$386K Buy
+4,177
New +$409K ﹤0.01% 884

Other funds holding SPMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 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 $1.55T AUM 33.47% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Congress Wealth Management's SPMO Position: Q2 2025 in Review

Congress Wealth Management held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2025 at 4,177 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Congress Wealth Management first reported a position in SPMO in Q1 2025 and has held it in 2 quarters since. 474 funds tracked by Wall St. Rank hold SPMO as of Q2 2025.

  • Congress Wealth Management held 4,177 shares of Invesco S&P 500 Momentum ETF worth $470K as of Q2 2025.
  • Congress Wealth Management left its Invesco S&P 500 Momentum ETF share count unchanged in Q2 2025.
  • Invesco S&P 500 Momentum ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #948 holding.
  • Congress Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 2 quarters since.
  • 474 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.