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

Freedom 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	–	Sell	-18,175	Closed	-$2.04M	–	625
2025 Q2	$2.04M	Buy	18,175 +170	+0.9%	+$17K	0.16%	104
2025 Q1	$1.67M	Buy	18,005 +17	+0.1%	+$1.66K	0.14%	130
2024 Q4	$1.71M	Buy	17,988 +11,212	+165%	+$1.06M	0.14%	125
2024 Q3	$614K	Buy	6,776 +4,395	+185%	+$385K	0.05%	364
2024 Q2	$208K	Buy	+2,381	New	+$193K	0.02%	711

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 $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Freedom Investment Management's SPMO Position: Q3 2025 in Review

Freedom Investment Management sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2025, closing a stake of 18,175 shares — an estimated $2.04M sold.

Freedom Investment Management first reported a position in SPMO in Q2 2024 and held it in 5 quarters. The position peaked at $2.04M in Q2 2025. 573 funds tracked by Wall St. Rank hold SPMO as of Q3 2025.

Freedom Investment Management reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 18,175 Invesco S&P 500 Momentum ETF shares in Q3 2025, an estimated $2.04M.
Freedom Investment Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and held it in 5 quarters.
Freedom Investment Management's Invesco S&P 500 Momentum ETF position peaked at $2.04M in Q2 2025.
573 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.