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Larry Mathis Financial Planning’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Larry Mathis Financial Planning’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 		– Sell
-9,602
Closed -$1.15M – 170
2025
Q4 		$1.15M Buy
+9,602
New +$1.15M 1.01% 22

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Larry Mathis Financial Planning's SPMO Position: Q1 2026 in Review

Larry Mathis Financial Planning sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2026, closing a stake of 9,602 shares — an estimated $1.15M sold.

Larry Mathis Financial Planning first reported a position in SPMO in Q4 2025 and held it in 1 quarter. The position peaked at $1.15M in Q4 2025. 652 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • Larry Mathis Financial Planning reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 9,602 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $1.15M.
  • Larry Mathis Financial Planning first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Larry Mathis Financial Planning's Invesco S&P 500 Momentum ETF position peaked at $1.15M in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.