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

Integrity Wealth 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
Q4 		– Sell
-2,936
Closed -$355K – 98
2025
Q3 		$355K Buy
+2,936
New +$342K 0.13% 57
2025
Q1 		– Sell
-2,446
Closed -$232K – 68
2024
Q4 		$232K Buy
+2,446
New +$232K 0.17% 55

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VIA
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrity Wealth Advisors's SPMO Position: Q4 2025 in Review

Integrity Wealth Advisors sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2025, closing a stake of 2,936 shares — an estimated $355K sold.

Integrity Wealth Advisors first reported a position in SPMO in Q4 2024 and held it in 2 quarters. The position peaked at $355K in Q3 2025. 647 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

  • Integrity Wealth Advisors reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Integrity Wealth Advisors sold 2,936 Invesco S&P 500 Momentum ETF shares in Q4 2025, an estimated $355K.
  • Integrity Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and held it in 2 quarters.
  • Integrity Wealth Advisors's Invesco S&P 500 Momentum ETF position peaked at $355K in Q3 2025.
  • 647 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on Integrity Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.