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

Norris 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
2026
Q1 		– Sell
-55,251
Closed -$6.59M – 109
2025
Q4 		$6.59M Buy
55,251
+5,115
+10% +$613K 2.24% 10
2025
Q3 		$6.07M Buy
+50,136
New +$5.84M 2.22% 11

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norris Financial Group's SPMO Position: Q1 2026 in Review

Norris Financial Group sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2026, closing a stake of 55,251 shares — an estimated $6.59M sold.

Norris Financial Group first reported a position in SPMO in Q3 2025 and held it in 2 quarters. The position peaked at $6.59M in Q4 2025. 653 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • Norris Financial Group reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Norris Financial Group sold 55,251 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $6.59M.
  • Norris Financial Group first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and held it in 2 quarters.
  • Norris Financial Group's Invesco S&P 500 Momentum ETF position peaked at $6.59M in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Norris Financial Group's 13F filing for Q1 2026, filed 20 May 2026.