Kelly Financial Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Kelly Financial Services’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	-7,097	Closed	-$859K	–	127
2025 Q3	$859K	Sell	7,097 -19,536	-73%	-$2.28M	0.22%	44
2025 Q2	$3M	Buy	26,633 +9,138	+52%	+$912K	0.88%	28
2025 Q1	$1.62M	Buy	17,495 +4,932	+39%	+$483K	0.56%	29
2024 Q4	$1.19M	Sell	12,563 -4,102	-25%	-$389K	0.43%	38
2024 Q3	$1.51M	Buy	16,665 +2,791	+20%	+$244K	0.55%	33
2024 Q2	$1.21M	Buy	13,874 +5,235	+61%	+$425K	0.43%	36
2024 Q1	$693K	Buy	+8,639	New	+$636K	0.27%	55

Other funds holding SPMO

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Kelly Financial Services's SPMO Position: Q4 2025 in Review

Kelly Financial Services sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2025, closing a stake of 7,097 shares — an estimated $859K sold.

Kelly Financial Services first reported a position in SPMO in Q1 2024 and held it in 7 quarters. The position peaked at $3M in Q2 2025. 644 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

Kelly Financial Services reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2025 after selling out during the quarter.
Kelly Financial Services sold 7,097 Invesco S&P 500 Momentum ETF shares in Q4 2025, an estimated $859K.
Kelly Financial Services first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and held it in 7 quarters.
Kelly Financial Services's Invesco S&P 500 Momentum ETF position peaked at $3M in Q2 2025.
644 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on Kelly Financial Services's 13F filing for Q4 2025, filed 13 Jan 2026.