Smith Shellnut Wilson’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Smith Shellnut Wilson’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 Q3	$1.35M	Buy	11,189 +3,051	+37%	+$355K	0.52%	40
2025 Q2	$915K	Buy	8,138 +4,252	+109%	+$424K	0.4%	52
2025 Q1	$360K	Buy	+3,886	New	+$380K	0.16%	94

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Smith Shellnut Wilson's SPMO Position: Q3 2025 in Review

Smith Shellnut Wilson increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 37% in Q3 2025, buying an estimated $355K and bringing the position to 11,189 shares worth $1.35M. The position accounts for 0.52% of the portfolio, ranked #40.

Smith Shellnut Wilson first reported a position in SPMO in Q1 2025 and has held it in 3 quarters since. 572 funds tracked by Wall St. Rank hold SPMO as of Q3 2025.

Smith Shellnut Wilson held 11,189 shares of Invesco S&P 500 Momentum ETF worth $1.35M as of Q3 2025.
Smith Shellnut Wilson bought 3,051 Invesco S&P 500 Momentum ETF shares in Q3 2025, an estimated $355K.
Invesco S&P 500 Momentum ETF made up 0.52% of Smith Shellnut Wilson's portfolio in Q3 2025, its #40 holding.
Smith Shellnut Wilson first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 3 quarters since.
572 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.