Northwest Capital Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Northwest Capital 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 Q4	$176K	Sell	1,475 -2,011	-58%	-$241K	0.76%	39
2025 Q3	$422K	Sell	3,486 -3,009	-46%	-$351K	0.44%	52
2025 Q2	$730K	Sell	6,495 -8,358	-56%	-$834K	0.4%	59
2025 Q1	$1.37M	Sell	14,853 -227	-2%	-$22.2K	0.56%	39
2024 Q4	$1.43M	Buy	+15,080	New	+$1.43M	0.61%	35

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwest Capital Management's SPMO Position: Q4 2025 in Review

Northwest Capital Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 58% in Q4 2025, selling an estimated $241K and leaving 1,475 shares worth $176K. The position accounts for 0.76% of the portfolio, ranked #39.

Northwest Capital Management first reported a position in SPMO in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.43M in Q4 2024. 644 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

Northwest Capital Management held 1,475 shares of Invesco S&P 500 Momentum ETF worth $176K as of Q4 2025.
Northwest Capital Management sold 2,011 Invesco S&P 500 Momentum ETF shares in Q4 2025, an estimated $241K.
Invesco S&P 500 Momentum ETF made up 0.76% of Northwest Capital Management's portfolio in Q4 2025, its #39 holding.
Northwest Capital Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 5 quarters since.
Northwest Capital Management's Invesco S&P 500 Momentum ETF position peaked at $1.43M in Q4 2024.
644 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.