Retireful LLC’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Retireful LLC’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	–	Sell	-3,090	Closed	-$374K	–	128
2025 Q3	$374K	Sell	3,090 -1,110	-26%	-$129K	0.36%	74
2025 Q2	$472K	Buy	+4,200	New	+$419K	0.33%	89
2025 Q1	–	Sell	-18,037	Closed	-$1.71M	–	158
2024 Q4	$1.71M	Buy	+18,037	New	+$1.71M	0.96%	34

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retireful LLC's SPMO Position: Q4 2025 in Review

Retireful LLC sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2025, closing a stake of 3,090 shares — an estimated $374K sold.

Retireful LLC first reported a position in SPMO in Q4 2024 and held it in 3 quarters. The position peaked at $1.71M in Q4 2024. 647 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

Retireful LLC reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2025 after selling out during the quarter.
Retireful LLC sold 3,090 Invesco S&P 500 Momentum ETF shares in Q4 2025, an estimated $374K.
Retireful LLC first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and held it in 3 quarters.
Retireful LLC's Invesco S&P 500 Momentum ETF position peaked at $1.71M in Q4 2024.
647 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on Retireful LLC's 13F filing for Q4 2025, filed 15 Jan 2026.