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Orion Portfolio Solutions’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Orion Portfolio Solutions’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
Q1 		$65.9M Buy
712,550
+236,133
+50% +$23.1M 0.65% 19
2024
Q4 		$45.3M Sell
476,417
-239,700
-33% -$22.7M 0.45% 37
2024
Q3 		$64.9M Sell
716,117
-18,140
-2% -$1.59M 0.65% 19
2024
Q2 		$64.2M Buy
734,257
+160,681
+28% +$13.1M 0.68% 19
2024
Q1 		$46M Buy
+573,576
New +$42.3M 0.49% 29

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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Portfolio Solutions's SPMO Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 50% in Q1 2025, buying an estimated $23.1M and bringing the position to 712,550 shares worth $65.9M. The position accounts for 0.65% of the portfolio, ranked #19.

Orion Portfolio Solutions first reported a position in SPMO in Q1 2024 and has held it in 5 quarters since. 389 funds tracked by Wall St. Rank hold SPMO as of Q1 2025.

  • Orion Portfolio Solutions held 712,550 shares of Invesco S&P 500 Momentum ETF worth $65.9M as of Q1 2025.
  • Orion Portfolio Solutions bought 236,133 Invesco S&P 500 Momentum ETF shares in Q1 2025, an estimated $23.1M.
  • Invesco S&P 500 Momentum ETF made up 0.65% of Orion Portfolio Solutions's portfolio in Q1 2025, its #19 holding.
  • Orion Portfolio Solutions first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 5 quarters since.
  • 389 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.