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

NRI 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
Q4 		$19.9M Buy
166,619
+2,771
+2% +$332K 10.14% 2
2025
Q3 		$19.8M Buy
+163,848
New +$19.1M 10.6% 2

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NRI Wealth Management's SPMO Position: Q4 2025 in Review

NRI Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.7% in Q4 2025, buying an estimated $332K and bringing the position to 166,619 shares worth $19.9M. The position accounts for 10.14% of the portfolio, ranked #2.

NRI Wealth Management first reported a position in SPMO in Q3 2025 and has held it in 2 quarters since. 644 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

  • NRI Wealth Management held 166,619 shares of Invesco S&P 500 Momentum ETF worth $19.9M as of Q4 2025.
  • NRI Wealth Management bought 2,771 Invesco S&P 500 Momentum ETF shares in Q4 2025, an estimated $332K.
  • Invesco S&P 500 Momentum ETF made up 10.14% of NRI Wealth Management's portfolio in Q4 2025, its #2 holding.
  • NRI Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 2 quarters since.
  • 644 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on NRI Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.