Jim Simons
SPMO icon

Jim Simons’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Jim Simons’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
-40,100
Closed -$4.51M – 3885
2025
Q2 		$4.51M Buy
+40,100
New +$4M 0.01% 1588
2025
Q1 		– Sell
-44,200
Closed -$4.2M – 3819
2024
Q4 		$4.2M Buy
44,200
+38,000
+613% +$3.6M 0.01% 1556
2024
Q3 		$562K Sell
6,200
-13,700
-69% -$1.2M ﹤0.01% 2736
2024
Q2 		$1.74M Buy
+19,900
New +$1.62M ﹤0.01% 1960

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 $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 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 $324B AUM 22.36% 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 $68.3B AUM 20.5% 1-Year Est. Return

Jim Simons's SPMO Position: Q3 2025 in Review

Jim Simons sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2025, closing a stake of 40,100 shares — an estimated $4.51M sold.

Jim Simons first reported a position in SPMO in Q2 2024 and held it in 4 quarters. The position peaked at $4.51M in Q2 2025. 573 funds tracked by Wall St. Rank hold SPMO as of Q3 2025.

  • Jim Simons reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Jim Simons sold 40,100 Invesco S&P 500 Momentum ETF shares in Q3 2025, an estimated $4.51M.
  • Jim Simons first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and held it in 4 quarters.
  • Jim Simons's Invesco S&P 500 Momentum ETF position peaked at $4.51M in Q2 2025.
  • 573 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2025.

Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.