Integrated Wealth Concepts
SPMO icon

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

Integrated Wealth Concepts’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
2026
Q2 		$22.1M Buy
136,683
+67,068
+96% +$9.45M 0.14% 142
2026
Q1 		$7.8M Buy
69,615
+21,309
+44% +$2.52M 0.06% 293
2025
Q4 		$5.76M Buy
48,306
+159
+0.3% +$19.1K 0.07% 260
2025
Q3 		$5.83M Buy
48,147
+7,529
+19% +$877K 0.05% 337
2025
Q2 		$4.57M Buy
40,618
+1,695
+4% +$169K 0.05% 364
2025
Q1 		$3.6M Buy
38,923
+3,976
+11% +$389K 0.04% 396
2024
Q4 		$3.32M Buy
34,947
+23,106
+195% +$2.19M 0.04% 398
2024
Q3 		$1.07M Buy
11,841
+1,927
+19% +$169K 0.01% 770
2024
Q2 		$867K Buy
9,914
+2,339
+31% +$190K 0.01% 822
2024
Q1 		$608K Buy
7,575
+1,416
+23% +$104K 0.01% 962
2023
Q4 		$403K Sell
6,159
-28
-0.5% -$1.69K 0.01% 1096
2023
Q3 		$354K Buy
6,187
+786
+15% +$45.2K 0.01% 1147
2023
Q2 		$302K Sell
5,401
-917
-15% -$50.6K 0.01% 1214
2023
Q1 		$345K Buy
6,318
+381
+6% +$20.9K 0.01% 996
2022
Q4 		$337K Buy
+5,937
New +$333K 0.01% 779

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Wealth Concepts's SPMO Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 96% in Q2 2026, buying an estimated $9.45M and bringing the position to 136,683 shares worth $22.1M. The position accounts for 0.14% of the portfolio, ranked #142.

Integrated Wealth Concepts first reported a position in SPMO in Q4 2022 and has held it in 15 quarters since. 767 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Integrated Wealth Concepts held 136,683 shares of Invesco S&P 500 Momentum ETF worth $22.1M as of Q2 2026.
  • Integrated Wealth Concepts bought 67,068 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $9.45M.
  • Invesco S&P 500 Momentum ETF made up 0.14% of Integrated Wealth Concepts's portfolio in Q2 2026, its #142 holding.
  • Integrated Wealth Concepts first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and has held it in 15 quarters since.
  • 767 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.