LIS
SPMO icon

Legacy Investment Solutions’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Legacy Investment Solutions’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
Q2 		$65.9K Buy
+586
New +$58.5K 0.03% 134
2024
Q4 		$81.9K Buy
803
+16
+2% +$1.52K 0.05% 100
2024
Q3 		$76K Buy
+787
New +$68.9K 0.04% 97

Other funds holding SPMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 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 $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Legacy Investment Solutions's SPMO Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2025: 586 shares worth $65.9K. The stake represents 0.03% of the portfolio and ranks #134 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SPMO as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SPMO in Q3 2024 and has held it in 3 quarters since. The position peaked at $81.9K in Q4 2024. 474 funds tracked by Wall St. Rank hold SPMO as of Q2 2025.

  • Legacy Investment Solutions held 586 shares of Invesco S&P 500 Momentum ETF worth $65.9K as of Q2 2025.
  • Invesco S&P 500 Momentum ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Invesco S&P 500 Momentum ETF made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #134 holding.
  • Legacy Investment Solutions first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Invesco S&P 500 Momentum ETF position peaked at $81.9K in Q4 2024.
  • 474 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.