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

Elios Financial 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 Q2	$605K	Buy	+5,376	New	+$537K	0.27%	73

Other funds holding SPMO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Elios Financial Group's SPMO Position: Q2 2025 in Review

Elios Financial Group opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2025: 5,376 shares worth $605K. The stake represents 0.27% of the portfolio and ranks #73 among its holdings.

474 funds tracked by Wall St. Rank hold SPMO as of Q2 2025.

Elios Financial Group held 5,376 shares of Invesco S&P 500 Momentum ETF worth $605K as of Q2 2025.
Invesco S&P 500 Momentum ETF was a new Elios Financial Group position in Q2 2025.
Invesco S&P 500 Momentum ETF made up 0.27% of Elios Financial Group's portfolio in Q2 2025, its #73 holding.
474 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.