Marshall Wace’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Marshall Wace’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	-212,881	Closed	-$25.8M	–	3450
2025 Q3	$25.8M	Buy	212,881 +107,061	+101%	+$12.5M	0.03%	549
2025 Q2	$11.9M	Buy	+105,820	New	+$10.6M	0.01%	781
2025 Q1	–	Sell	-24,426	Closed	-$2.32M	–	3063
2024 Q4	$2.32M	Sell	24,426 -63,541	-72%	-$6.02M	﹤0.01%	1376
2024 Q3	$7.97M	Sell	87,967 -4,984	-5%	-$436K	0.01%	842
2024 Q2	$8.13M	Buy	92,951 +64,044	+222%	+$5.2M	0.01%	821
2024 Q1	$2.32M	Buy	+28,907	New	+$2.13M	﹤0.01%	1294
2023 Q4	–	Sell	-3,890	Closed	-$223K	–	2587
2023 Q3	$223K	Buy	+3,890	New	+$223K	﹤0.01%	1958

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marshall Wace's SPMO Position: Q4 2025 in Review

Marshall Wace sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2025, closing a stake of 212,881 shares — an estimated $25.8M sold.

Marshall Wace first reported a position in SPMO in Q3 2023 and held it in 7 quarters. The position peaked at $25.8M in Q3 2025. 647 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

Marshall Wace reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2025 after selling out during the quarter.
Marshall Wace sold 212,881 Invesco S&P 500 Momentum ETF shares in Q4 2025, an estimated $25.8M.
Marshall Wace first reported a position in Invesco S&P 500 Momentum ETF in Q3 2023 and held it in 7 quarters.
Marshall Wace's Invesco S&P 500 Momentum ETF position peaked at $25.8M in Q3 2025.
647 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.