GRP
SPMO icon

Global Retirement Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Global Retirement Partners’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
Q4 		$7.25M Buy
60,774
+1,974
+3% +$237K 0.13% 154
2025
Q3 		$7.12M Sell
58,800
-1,406
-2% -$164K 0.16% 118
2025
Q2 		$6.77M Buy
+60,206
New +$6.01M 0.17% 115
2024
Q4 		$1.88M Buy
19,814
+11,217
+130% +$1.06M 0.05% 309
2024
Q3 		$779K Sell
8,597
-1,611
-16% -$141K 0.02% 504
2024
Q2 		$893K Sell
10,208
-357
-3% -$29K 0.03% 445
2024
Q1 		$848K Sell
10,565
-219
-2% -$16.1K 0.03% 395
2023
Q4 		$718K Sell
10,784
-706
-6% -$42.7K 0.03% 412
2023
Q3 		$654K Buy
11,490
+464
+4% +$26.7K 0.03% 378
2023
Q2 		$617K Sell
11,026
-563
-5% -$31.1K 0.03% 405
2023
Q1 		$636K Buy
11,589
+9,532
+463% +$523K 0.03% 382
2022
Q4 		$117K Sell
2,057
-898
-30% -$50.4K 0.01% 764
2022
Q3 		$169K Buy
2,955
+577
+24% +$31.3K 0.01% 618
2022
Q2 		$123K Buy
2,378
+154
+7% +$8.67K 0.01% 680
2022
Q1 		$122K Buy
+2,224
New +$134K 0.01% 695

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Global Retirement Partners's SPMO Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 3.4% in Q4 2025, buying an estimated $237K and bringing the position to 60,774 shares worth $7.25M. The position accounts for 0.13% of the portfolio, ranked #154.

Global Retirement Partners first reported a position in SPMO in Q1 2022 and has held it in 15 quarters since. 644 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

  • Global Retirement Partners held 60,774 shares of Invesco S&P 500 Momentum ETF worth $7.25M as of Q4 2025.
  • Global Retirement Partners bought 1,974 Invesco S&P 500 Momentum ETF shares in Q4 2025, an estimated $237K.
  • Invesco S&P 500 Momentum ETF made up 0.13% of Global Retirement Partners's portfolio in Q4 2025, its #154 holding.
  • Global Retirement Partners first reported a position in Invesco S&P 500 Momentum ETF in Q1 2022 and has held it in 15 quarters since.
  • 644 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.