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Mach-1 Financial Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Mach-1 Financial Group’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
-3,329
Closed -$403K – 433
2025
Q3 		$403K Buy
+3,329
New +$388K 0.06% 138

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
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 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mach-1 Financial Group's SPMO Position: Q4 2025 in Review

Mach-1 Financial Group sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2025, closing a stake of 3,329 shares — an estimated $403K sold.

Mach-1 Financial Group first reported a position in SPMO in Q3 2025 and held it in 1 quarter. The position peaked at $403K in Q3 2025. 647 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

  • Mach-1 Financial Group reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 3,329 Invesco S&P 500 Momentum ETF shares in Q4 2025, an estimated $403K.
  • Mach-1 Financial Group first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and held it in 1 quarter.
  • Mach-1 Financial Group's Invesco S&P 500 Momentum ETF position peaked at $403K in Q3 2025.
  • 647 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.