L.M. Kohn & Company’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

L.M. Kohn & Company’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	-9,967	Closed	-$1.12M	–	253
2025 Q2	$1.12M	Buy	+9,967	New	+$995K	0.3%	61
2024 Q4	–	Sell	-5,920	Closed	-$537K	–	294
2024 Q3	$537K	Sell	5,920 -4,490	-43%	-$393K	0.14%	139
2024 Q2	$910K	Buy	10,410 +4,290	+70%	+$348K	0.25%	82
2024 Q1	$491K	Buy	6,120 +2,556	+72%	+$188K	0.14%	141
2023 Q4	$233K	Buy	+3,564	New	+$215K	0.07%	206

Other funds holding SPMO

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

VIA

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

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

L.M. Kohn & Company's SPMO Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2025, closing a stake of 9,967 shares — an estimated $1.12M sold.

L.M. Kohn & Company first reported a position in SPMO in Q4 2023 and held it in 5 quarters. The position peaked at $1.12M in Q2 2025. 573 funds tracked by Wall St. Rank hold SPMO as of Q3 2025.

L.M. Kohn & Company reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 9,967 Invesco S&P 500 Momentum ETF shares in Q3 2025, an estimated $1.12M.
L.M. Kohn & Company first reported a position in Invesco S&P 500 Momentum ETF in Q4 2023 and held it in 5 quarters.
L.M. Kohn & Company's Invesco S&P 500 Momentum ETF position peaked at $1.12M in Q2 2025.
573 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.