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

My Legacy 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
Q2 		$1.08M Buy
9,598
+330
+4% +$32.9K 0.38% 78
2025
Q1 		$858K Buy
9,268
+398
+4% +$38.9K 0.33% 85
2024
Q4 		$863K Buy
+8,870
New +$841K 0.33% 84

Other funds holding SPMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $16.2B AUM 29.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

My Legacy Advisors's SPMO Position: Q2 2025 in Review

My Legacy Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 3.6% in Q2 2025, buying an estimated $32.9K and bringing the position to 9,598 shares worth $1.08M. The position accounts for 0.38% of the portfolio, ranked #78.

My Legacy Advisors first reported a position in SPMO in Q4 2024 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold SPMO as of Q2 2025.

  • My Legacy Advisors held 9,598 shares of Invesco S&P 500 Momentum ETF worth $1.08M as of Q2 2025.
  • My Legacy Advisors bought 330 Invesco S&P 500 Momentum ETF shares in Q2 2025, an estimated $32.9K.
  • Invesco S&P 500 Momentum ETF made up 0.38% of My Legacy Advisors's portfolio in Q2 2025, its #78 holding.
  • My Legacy Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 3 quarters since.
  • 474 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.