Financial Advocates Investment Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Financial Advocates Investment 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 Q3	$3.65M	Sell	30,187 -4,759	-14%	-$554K	2.05%	15
2025 Q2	$3.93M	Buy	34,946 +493	+1%	+$49.2K	0.32%	73
2025 Q1	$3.19M	Sell	34,453 -5,550	-14%	-$543K	0.22%	102
2024 Q4	$3.8M	Buy	40,003 +5,523	+16%	+$524K	0.22%	98
2024 Q3	$2.98M	Sell	34,480 -2,878	-8%	-$252K	0.17%	129
2024 Q2	$3.27M	Buy	37,358 +5,646	+18%	+$459K	0.2%	111
2024 Q1	$2.54M	Buy	31,712 +12,485	+65%	+$920K	0.15%	156
2023 Q4	$1.26M	Buy	19,227 +1,965	+11%	+$119K	0.08%	240
2023 Q3	$878K	Sell	17,262 -1,312	-7%	-$75.4K	0.06%	295
2023 Q2	$1.04M	Sell	18,574 -39,860	-68%	-$2.2M	0.07%	262
2023 Q1	$3.19M	Buy	58,434 +41,644	+248%	+$2.28M	0.23%	105
2022 Q4	$953K	Buy	+16,790	New	+$943K	0.07%	299

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's SPMO Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 14% in Q3 2025, selling an estimated $554K and leaving 30,187 shares worth $3.65M. The position accounts for 2.05% of the portfolio, ranked #15.

Financial Advocates Investment Management first reported a position in SPMO in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.93M in Q2 2025. 573 funds tracked by Wall St. Rank hold SPMO as of Q3 2025.

Financial Advocates Investment Management held 30,187 shares of Invesco S&P 500 Momentum ETF worth $3.65M as of Q3 2025.
Financial Advocates Investment Management sold 4,759 Invesco S&P 500 Momentum ETF shares in Q3 2025, an estimated $554K.
Invesco S&P 500 Momentum ETF made up 2.05% of Financial Advocates Investment Management's portfolio in Q3 2025, its #15 holding.
Financial Advocates Investment Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and has held it in 12 quarters since.
Financial Advocates Investment Management's Invesco S&P 500 Momentum ETF position peaked at $3.93M in Q2 2025.
573 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.