Kovitz Investment Group Partners
SPMO icon

Kovitz Investment Group Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Kovitz Investment Group Partners’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
-6,967
Closed -$843K – 1203
2025
Q3 		$843K Buy
+6,967
New +$812K ﹤0.01% 880

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Carson Wealth (CWM LLC)
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Morgan Stanley
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VIA
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Raymond James Financial
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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 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kovitz Investment Group Partners's SPMO Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2025, closing a stake of 6,967 shares — an estimated $843K sold.

Kovitz Investment Group Partners first reported a position in SPMO in Q3 2025 and held it in 1 quarter. The position peaked at $843K in Q3 2025. 646 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 6,967 Invesco S&P 500 Momentum ETF shares in Q4 2025, an estimated $843K.
  • Kovitz Investment Group Partners first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Invesco S&P 500 Momentum ETF position peaked at $843K in Q3 2025.
  • 646 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.