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Oliver Lagore Vanvalin Investment Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Oliver Lagore Vanvalin Investment 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
Q2 		$1.76K Buy
+19
New +$1.9K ﹤0.01% 564
2024
Q4 		$1.81K Buy
+19
New +$1.8K ﹤0.01% 586

Other funds holding SPMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 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 $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SPMO Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2025: 19 shares worth $1.76K. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SPMO as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SPMO in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.81K in Q4 2024. 474 funds tracked by Wall St. Rank hold SPMO as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 19 shares of Invesco S&P 500 Momentum ETF worth $1.76K as of Q2 2025.
  • Invesco S&P 500 Momentum ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Invesco S&P 500 Momentum ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #564 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 2 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Invesco S&P 500 Momentum ETF position peaked at $1.81K in Q4 2024.
  • 474 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.