FIC
SPMO icon

Family Investment Center’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Family Investment Center’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
2026
Q1 		$40.3M Sell
359,290
-17,043
-5% -$2.01M 7.75% 4
2025
Q4 		$44.9M Buy
376,333
+5,982
+2% +$717K 9.07% 4
2025
Q3 		$44.8M Sell
370,351
-53,490
-13% -$6.23M 9.31% 4
2025
Q2 		$47.7M Buy
423,841
+16,644
+4% +$1.66M 10.8% 2
2025
Q1 		$37.7M Buy
407,197
+95,984
+31% +$9.39M 9.21% 4
2024
Q4 		$29.6M Buy
311,213
+17,939
+6% +$1.7M 7.5% 3
2024
Q3 		$26.6M Buy
293,274
+4,245
+1% +$371K 6.68% 4
2024
Q2 		$25.3M Buy
289,029
+11,333
+4% +$921K 7.55% 3
2024
Q1 		$22.3M Buy
+277,696
New +$20.5M 7.18% 4

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return