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

MidWestOne 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	$324K	Hold	2,713	–	–	0.04%	243
2025 Q3	$328K	Hold	2,713	–	–	0.04%	239
2025 Q2	$305K	Hold	2,713	–	–	0.04%	248
2025 Q1	$251K	Hold	2,713	–	–	0.04%	248
2024 Q4	$258K	Hold	2,713	–	–	0.04%	256
2024 Q3	$246K	Hold	2,713	–	–	0.03%	264
2024 Q2	$237K	Buy	+2,713	New	+$220K	0.04%	268

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 22.96% 1-Year Est. Return

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

MidWestOne Financial Group's SPMO Position: Q4 2025 in Review

MidWestOne Financial Group held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q4 2025 at 2,713 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #243.

MidWestOne Financial Group first reported a position in SPMO in Q2 2024 and has held it in 7 quarters since. The position peaked at $328K in Q3 2025. 646 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

MidWestOne Financial Group held 2,713 shares of Invesco S&P 500 Momentum ETF worth $324K as of Q4 2025.
MidWestOne Financial Group left its Invesco S&P 500 Momentum ETF share count unchanged in Q4 2025.
Invesco S&P 500 Momentum ETF made up 0.04% of MidWestOne Financial Group's portfolio in Q4 2025, its #243 holding.
MidWestOne Financial Group first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 7 quarters since.
MidWestOne Financial Group's Invesco S&P 500 Momentum ETF position peaked at $328K in Q3 2025.
646 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.