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

Ellerson 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
-2,835
Closed -$343K – 61
2025
Q3 		$343K Buy
+2,835
New +$330K 0.21% 44

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ellerson Group's SPMO Position: Q4 2025 in Review

Ellerson Group sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2025, closing a stake of 2,835 shares — an estimated $343K sold.

Ellerson Group first reported a position in SPMO in Q3 2025 and held it in 1 quarter. The position peaked at $343K in Q3 2025. 645 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

  • Ellerson Group reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Ellerson Group sold 2,835 Invesco S&P 500 Momentum ETF shares in Q4 2025, an estimated $343K.
  • Ellerson Group first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and held it in 1 quarter.
  • Ellerson Group's Invesco S&P 500 Momentum ETF position peaked at $343K in Q3 2025.
  • 645 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on Ellerson Group's 13F filing for Q4 2025, filed 9 Feb 2026.