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Morningstar Investment Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-11,352
Closed -$1.03M – 354
2024
Q3 		$1.03M Buy
11,352
+2,182
+24% +$191K 0.01% 208
2024
Q2 		$807K Buy
9,170
+3,827
+72% +$311K 0.01% 210
2024
Q1 		$429K Buy
+5,343
New +$394K ﹤0.01% 252

Other funds holding SPMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Morningstar Investment Services's SPMO Position: Q4 2024 in Review

Morningstar Investment Services sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2024, closing a stake of 11,352 shares — an estimated $1.03M sold.

Morningstar Investment Services first reported a position in SPMO in Q1 2024 and held it in 3 quarters. The position peaked at $1.03M in Q3 2024. 352 funds tracked by Wall St. Rank hold SPMO as of Q4 2024.

  • Morningstar Investment Services reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 11,352 Invesco S&P 500 Momentum ETF shares in Q4 2024, an estimated $1.03M.
  • Morningstar Investment Services first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and held it in 3 quarters.
  • Morningstar Investment Services's Invesco S&P 500 Momentum ETF position peaked at $1.03M in Q3 2024.
  • 352 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.