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Liberty Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Liberty Wealth Management’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
Q1 		– Sell
-2,391
Closed -$227K – 195
2024
Q4 		$227K Sell
2,391
-96
-4% -$9.1K 0.04% 190
2024
Q3 		$225K Sell
2,487
-215,109
-99% -$18.8M 0.04% 194
2024
Q2 		$218K Buy
+217,596
New +$17.7M 0.04% 186

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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Liberty Wealth Management's SPMO Position: Q1 2025 in Review

Liberty Wealth Management sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2025, closing a stake of 2,391 shares — an estimated $227K sold.

Liberty Wealth Management first reported a position in SPMO in Q2 2024 and held it in 3 quarters. The position peaked at $227K in Q4 2024. 389 funds tracked by Wall St. Rank hold SPMO as of Q1 2025.

  • Liberty Wealth Management reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Liberty Wealth Management sold 2,391 Invesco S&P 500 Momentum ETF shares in Q1 2025, an estimated $227K.
  • Liberty Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and held it in 3 quarters.
  • Liberty Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $227K in Q4 2024.
  • 389 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2025.

Based on Liberty Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.