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Surience Private Wealth’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Surience Private Wealth’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
Q2 		– Sell
-86,547
Closed -$8.01M – 42
2025
Q1 		$8.01M Buy
+86,547
New +$8.47M 13.92% 1

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
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Surience Private Wealth's SPMO Position: Q2 2025 in Review

Surience Private Wealth sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2025, closing a stake of 86,547 shares — an estimated $8.01M sold.

Surience Private Wealth first reported a position in SPMO in Q1 2025 and held it in 1 quarter. The position peaked at $8.01M in Q1 2025. 474 funds tracked by Wall St. Rank hold SPMO as of Q2 2025.

  • Surience Private Wealth reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Surience Private Wealth sold 86,547 Invesco S&P 500 Momentum ETF shares in Q2 2025, an estimated $8.01M.
  • Surience Private Wealth first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and held it in 1 quarter.
  • Surience Private Wealth's Invesco S&P 500 Momentum ETF position peaked at $8.01M in Q1 2025.
  • 474 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2025.

Based on Surience Private Wealth's 13F filing for Q2 2025, filed 15 Jul 2025.