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

SigFig 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	–	Sell	-45,259	Closed	-$5.46M	–	143
2025 Q3	$5.46M	Sell	45,259 -83,105	-65%	-$9.68M	0.17%	56
2025 Q2	$14.4M	Buy	128,364 +38,914	+44%	+$3.88M	0.48%	27
2025 Q1	$8.25M	Buy	89,450 +33,046	+59%	+$3.23M	0.3%	40
2024 Q4	$5.39M	Sell	56,404 -25,324	-31%	-$2.4M	0.2%	56
2024 Q3	$7.38M	Buy	81,728 +663	+0.8%	+$58K	0.27%	41
2024 Q2	$7.09M	Buy	81,065 +18,623	+30%	+$1.51M	0.27%	43
2024 Q1	$5.01M	Buy	+62,442	New	+$4.6M	0.18%	53

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

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

SigFig Wealth Management sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2025, closing a stake of 45,259 shares — an estimated $5.46M sold.

SigFig Wealth Management first reported a position in SPMO in Q1 2024 and held it in 7 quarters. The position peaked at $14.4M in Q2 2025. 646 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

SigFig Wealth Management reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2025 after selling out during the quarter.
SigFig Wealth Management sold 45,259 Invesco S&P 500 Momentum ETF shares in Q4 2025, an estimated $5.46M.
SigFig Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and held it in 7 quarters.
SigFig Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $14.4M in Q2 2025.
646 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on SigFig Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.