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Magnus Financial Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Magnus 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
2026
Q1 		– Sell
-2,702
Closed -$322K – 424
2025
Q4 		$322K Buy
2,702
+1,047
+63% +$125K 0.02% 322
2025
Q3 		$200K Buy
+1,655
New +$193K 0.02% 392

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Magnus Financial Group's SPMO Position: Q1 2026 in Review

Magnus Financial Group sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2026, closing a stake of 2,702 shares — an estimated $322K sold.

Magnus Financial Group first reported a position in SPMO in Q3 2025 and held it in 2 quarters. The position peaked at $322K in Q4 2025. 650 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • Magnus Financial Group reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Magnus Financial Group sold 2,702 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $322K.
  • Magnus Financial Group first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and held it in 2 quarters.
  • Magnus Financial Group's Invesco S&P 500 Momentum ETF position peaked at $322K in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.