Intelligence Driven Advisers’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Intelligence Driven Advisers’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 Q1	$323K	Hold	2,877	–	–	0.06%	91
2025 Q4	$343K	Hold	2,877	–	–	0.05%	94
2025 Q3	$348K	Hold	2,877	–	–	0.05%	87
2025 Q2	$324K	Hold	2,877	–	–	0.05%	83
2025 Q1	$266K	Hold	2,877	–	–	0.05%	77
2024 Q4	$273K	Hold	2,877	–	–	0.05%	79
2024 Q3	$261K	Sell	2,877 -4,605	-62%	-$403K	0.04%	91
2024 Q2	$654K	Hold	7,482	–	–	0.09%	58
2024 Q1	$600K	Hold	7,482	–	–	0.09%	55
2023 Q4	$518K	Sell	7,482 -12,762	-63%	-$772K	0.08%	53
2023 Q3	$1.15M	Sell	20,244 -3,728	-16%	-$214K	0.2%	29
2023 Q2	$1.32M	Sell	23,972 -90,654	-79%	-$5M	0.23%	37
2023 Q1	$6.4M	Buy	114,626 +16,938	+17%	+$929K	1.15%	21
2022 Q4	$5.53M	Buy	97,688 +9,347	+11%	+$525K	1.01%	22
2022 Q3	$4.7M	Sell	88,341 -8,786	-9%	-$476K	0.94%	28
2022 Q2	$5.06M	Buy	97,127 +28,114	+41%	+$1.58M	0.99%	31
2022 Q1	$4.22M	Buy	69,013 +16,810	+32%	+$1.02M	0.77%	34
2021 Q4	$3.07M	Buy	52,203 +24,087	+86%	+$1.54M	0.56%	36
2021 Q3	$1.72M	Sell	28,116 -1,228	-4%	-$75.6K	0.39%	33
2021 Q2	$1.74M	Buy	29,344 +10,765	+58%	+$600K	0.34%	41
2021 Q1	$985K	Hold	18,579	–	–	0.22%	40
2020 Q4	$983K	Buy	+18,579	New	+$950K	0.22%	45

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Intelligence Driven Advisers's SPMO Position: Q1 2026 in Review

Intelligence Driven Advisers held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q1 2026 at 2,877 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #91.

Intelligence Driven Advisers first reported a position in SPMO in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.4M in Q1 2023. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Intelligence Driven Advisers held 2,877 shares of Invesco S&P 500 Momentum ETF worth $323K as of Q1 2026.
Intelligence Driven Advisers left its Invesco S&P 500 Momentum ETF share count unchanged in Q1 2026.
Invesco S&P 500 Momentum ETF made up 0.06% of Intelligence Driven Advisers's portfolio in Q1 2026, its #91 holding.
Intelligence Driven Advisers first reported a position in Invesco S&P 500 Momentum ETF in Q4 2020 and has held it in 22 quarters since.
Intelligence Driven Advisers's Invesco S&P 500 Momentum ETF position peaked at $6.4M in Q1 2023.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Intelligence Driven Advisers's 13F filing for Q1 2026, filed 15 May 2026.