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Richardson Financial Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Richardson Financial Services’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
-586
Closed -$70.9K – 616
2025
Q3 		$70.9K Sell
586
-787
-57% -$91.7K 0.04% 244
2025
Q2 		$152K Buy
1,373
+410
+43% +$40.9K 0.1% 170
2025
Q1 		$89.1K Buy
963
+329
+52% +$32.2K 0.07% 194
2024
Q4 		$60.5K Sell
634
-312
-33% -$29.6K 0.04% 238
2024
Q3 		$82.7K Hold
946
– – 0.05% 214
2024
Q2 		$82.7K Buy
946
+200
+27% +$16.2K 0.06% 206
2024
Q1 		$59.8K Buy
+746
New +$55K 0.04% 232

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T 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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Richardson Financial Services's SPMO Position: Q4 2025 in Review

Richardson Financial Services sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2025, closing a stake of 586 shares — an estimated $70.9K sold.

Richardson Financial Services first reported a position in SPMO in Q1 2024 and held it in 7 quarters. The position peaked at $152K in Q2 2025. 646 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

  • Richardson Financial Services reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Richardson Financial Services sold 586 Invesco S&P 500 Momentum ETF shares in Q4 2025, an estimated $70.9K.
  • Richardson Financial Services first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and held it in 7 quarters.
  • Richardson Financial Services's Invesco S&P 500 Momentum ETF position peaked at $152K in Q2 2025.
  • 646 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on Richardson Financial Services's 13F filing for Q4 2025, filed 22 Jan 2026.