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FullCircle Wealth’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

FullCircle Wealth’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 		$485K Buy
4,059
+22
+0.5% +$2.56K 0.17% 148
2025
Q2 		$465K Buy
4,037
+137
+4% +$13.7K 0.17% 153
2025
Q1 		$367K Sell
3,900
-304
-7% -$29.8K 0.15% 150
2024
Q4 		$434K Buy
+4,204
New +$398K 0.18% 137

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FullCircle Wealth's SPMO Position: Q3 2025 in Review

FullCircle Wealth increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.54% in Q3 2025, buying an estimated $2.56K and bringing the position to 4,059 shares worth $485K. The position accounts for 0.17% of the portfolio, ranked #148.

FullCircle Wealth first reported a position in SPMO in Q4 2024 and has held it in 4 quarters since. 572 funds tracked by Wall St. Rank hold SPMO as of Q3 2025.

  • FullCircle Wealth held 4,059 shares of Invesco S&P 500 Momentum ETF worth $485K as of Q3 2025.
  • FullCircle Wealth bought 22 Invesco S&P 500 Momentum ETF shares in Q3 2025, an estimated $2.56K.
  • Invesco S&P 500 Momentum ETF made up 0.17% of FullCircle Wealth's portfolio in Q3 2025, its #148 holding.
  • FullCircle Wealth first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 4 quarters since.
  • 572 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.