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Herold Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Herold Advisors’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
-2,032
Closed -$229K – 306
2025
Q2 		$229K Sell
2,032
-138
-6% -$13.8K 0.05% 277
2025
Q1 		$201K Buy
+2,170
New +$212K 0.04% 270

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Herold Advisors's SPMO Position: Q3 2025 in Review

Herold Advisors sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2025, closing a stake of 2,032 shares — an estimated $229K sold.

Herold Advisors first reported a position in SPMO in Q1 2025 and held it in 2 quarters. The position peaked at $229K in Q2 2025. 573 funds tracked by Wall St. Rank hold SPMO as of Q3 2025.

  • Herold Advisors reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Herold Advisors sold 2,032 Invesco S&P 500 Momentum ETF shares in Q3 2025, an estimated $229K.
  • Herold Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and held it in 2 quarters.
  • Herold Advisors's Invesco S&P 500 Momentum ETF position peaked at $229K in Q2 2025.
  • 573 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.