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Financial Freedom LLC’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Financial Freedom LLC’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 		$335K Buy
2,985
+1,031
+53% +$122K 0.17% 80
2025
Q4 		$233K Buy
1,954
+324
+20% +$38.8K 0.12% 96
2025
Q3 		$197K Buy
1,630
+197
+14% +$22.9K 0.1% 104
2025
Q2 		$161K Hold
1,433
– – 0.09% 110
2025
Q1 		$133K Buy
+1,433
New +$140K 0.08% 119

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T 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 $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Freedom LLC's SPMO Position: Q1 2026 in Review

Financial Freedom LLC increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 53% in Q1 2026, buying an estimated $122K and bringing the position to 2,985 shares worth $335K. The position accounts for 0.17% of the portfolio, ranked #80.

Financial Freedom LLC first reported a position in SPMO in Q1 2025 and has held it in 5 quarters since. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • Financial Freedom LLC held 2,985 shares of Invesco S&P 500 Momentum ETF worth $335K as of Q1 2026.
  • Financial Freedom LLC bought 1,031 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $122K.
  • Invesco S&P 500 Momentum ETF made up 0.17% of Financial Freedom LLC's portfolio in Q1 2026, its #80 holding.
  • Financial Freedom LLC first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 5 quarters since.
  • 648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.