Napa Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Napa Wealth Management’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	$6.49M	Buy	+53,579	New	+$6.24M	3.04%	8

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Napa Wealth Management's SPMO Position: Q3 2025 in Review

Napa Wealth Management opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q3 2025: 53,579 shares worth $6.49M. The stake represents 3.04% of the portfolio and ranks #8 among its holdings.

573 funds tracked by Wall St. Rank hold SPMO as of Q3 2025.

Napa Wealth Management held 53,579 shares of Invesco S&P 500 Momentum ETF worth $6.49M as of Q3 2025.
Invesco S&P 500 Momentum ETF was a new Napa Wealth Management position in Q3 2025.
Invesco S&P 500 Momentum ETF made up 3.04% of Napa Wealth Management's portfolio in Q3 2025, its #8 holding.
573 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.