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

Gries Financial’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	$888K	Buy	+7,333	New	+$854K	0.14%	138

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

Gries Financial's SPMO Position: Q3 2025 in Review

Gries Financial opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q3 2025: 7,333 shares worth $888K. The stake represents 0.14% of the portfolio and ranks #138 among its holdings.

573 funds tracked by Wall St. Rank hold SPMO as of Q3 2025.

Gries Financial held 7,333 shares of Invesco S&P 500 Momentum ETF worth $888K as of Q3 2025.
Invesco S&P 500 Momentum ETF was a new Gries Financial position in Q3 2025.
Invesco S&P 500 Momentum ETF made up 0.14% of Gries Financial's portfolio in Q3 2025, its #138 holding.
573 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.