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MAS Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

MAS Advisors’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
Q3 		$3.13M Sell
25,842
-152
-0.6% -$17.7K 4.95% 5
2025
Q2 		$2.92M Sell
25,994
-4,546
-15% -$454K 4.78% 6
2025
Q1 		$2.83M Buy
30,540
+9,088
+42% +$889K 4.34% 5
2024
Q4 		$2.04M Buy
+21,452
New +$2.03M 3.42% 6

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MAS Advisors's SPMO Position: Q3 2025 in Review

MAS Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.58% in Q3 2025, selling an estimated $17.7K and leaving 25,842 shares worth $3.13M. The position accounts for 4.95% of the portfolio, ranked #5.

MAS Advisors first reported a position in SPMO in Q4 2024 and has held it in 4 quarters since. 572 funds tracked by Wall St. Rank hold SPMO as of Q3 2025.

  • MAS Advisors held 25,842 shares of Invesco S&P 500 Momentum ETF worth $3.13M as of Q3 2025.
  • MAS Advisors sold 152 Invesco S&P 500 Momentum ETF shares in Q3 2025, an estimated $17.7K.
  • Invesco S&P 500 Momentum ETF made up 4.95% of MAS Advisors's portfolio in Q3 2025, its #5 holding.
  • MAS Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 4 quarters since.
  • 572 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2025.

Based on MAS Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.