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

New Century 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 Q3	–	Sell	-9,830	Closed	-$1.11M	–	111
2025 Q2	$1.11M	Buy	+9,830	New	+$981K	1.3%	32
2025 Q1	–	Sell	-9,425	Closed	-$913K	–	284
2024 Q4	$913K	Sell	9,425 -3,758	-29%	-$356K	0.39%	67
2024 Q3	$1.19M	Buy	13,183 +3,912	+42%	+$342K	0.44%	57
2024 Q2	$811K	Buy	9,271 +3,062	+49%	+$249K	0.34%	87
2024 Q1	$498K	Buy	+6,209	New	+$457K	0.35%	96

Other funds holding SPMO

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

New Century Financial Group's SPMO Position: Q3 2025 in Review

New Century Financial Group sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2025, closing a stake of 9,830 shares — an estimated $1.11M sold.

New Century Financial Group first reported a position in SPMO in Q1 2024 and held it in 5 quarters. The position peaked at $1.19M in Q3 2024. 573 funds tracked by Wall St. Rank hold SPMO as of Q3 2025.

New Century Financial Group reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2025 after selling out during the quarter.
New Century Financial Group sold 9,830 Invesco S&P 500 Momentum ETF shares in Q3 2025, an estimated $1.11M.
New Century Financial Group first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and held it in 5 quarters.
New Century Financial Group's Invesco S&P 500 Momentum ETF position peaked at $1.19M in Q3 2024.
573 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2025.

Based on New Century Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.