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Moors & Cabot’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Moors & Cabot’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 		– Sell
-2,709
Closed -$305K – 947
2025
Q2 		$305K Sell
2,709
-1
-0% -$100 0.01% 644
2025
Q1 		$251K Buy
+2,710
New +$265K 0.01% 707

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Moors & Cabot's SPMO Position: Q3 2025 in Review

Moors & Cabot sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2025, closing a stake of 2,709 shares — an estimated $305K sold.

Moors & Cabot first reported a position in SPMO in Q1 2025 and held it in 2 quarters. The position peaked at $305K in Q2 2025. 573 funds tracked by Wall St. Rank hold SPMO as of Q3 2025.

  • Moors & Cabot reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Moors & Cabot sold 2,709 Invesco S&P 500 Momentum ETF shares in Q3 2025, an estimated $305K.
  • Moors & Cabot first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and held it in 2 quarters.
  • Moors & Cabot's Invesco S&P 500 Momentum ETF position peaked at $305K in Q2 2025.
  • 573 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2025.

Based on Moors & Cabot's 13F filing for Q3 2025, filed 14 Nov 2025.