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

Highline Wealth 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 Q2	–	Sell	-600	Closed	-$55.5K	–	1059
2025 Q1	$55.5K	Buy	+600	New	+$58.7K	0.02%	129

Other funds holding SPMO

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Highline Wealth Partners's SPMO Position: Q2 2025 in Review

Highline Wealth Partners sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2025, closing a stake of 600 shares — an estimated $55.5K sold.

Highline Wealth Partners first reported a position in SPMO in Q1 2025 and held it in 1 quarter. The position peaked at $55.5K in Q1 2025. 474 funds tracked by Wall St. Rank hold SPMO as of Q2 2025.

Highline Wealth Partners reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2025 after selling out during the quarter.
Highline Wealth Partners sold 600 Invesco S&P 500 Momentum ETF shares in Q2 2025, an estimated $55.5K.
Highline Wealth Partners first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and held it in 1 quarter.
Highline Wealth Partners's Invesco S&P 500 Momentum ETF position peaked at $55.5K in Q1 2025.
474 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2025.

Based on Highline Wealth Partners's 13F filing for Q2 2025, filed 16 Jul 2025.