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WealthShield Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

WealthShield Partners’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
-181
Closed -$21.9K – 591
2025
Q3 		$21.9K Sell
181
-315
-64% -$36.7K ﹤0.01% 473
2025
Q2 		$55.8K Buy
496
+189
+62% +$18.9K 0.01% 419
2025
Q1 		$28.4K Buy
307
+104
+51% +$10.2K ﹤0.01% 441
2024
Q4 		$19.3K Sell
203
-92
-31% -$8.72K ﹤0.01% 425
2024
Q3 		$26.7K Sell
295
-13
-4% -$1.14K ﹤0.01% 412
2024
Q2 		$26.9K Buy
308
+32
+12% +$2.6K ﹤0.01% 387
2024
Q1 		$22.2K Buy
+276
New +$20.3K ﹤0.01% 395
2020
Q4 		– Sell
-678
Closed -$34K – 405
2020
Q3 		$34K Hold
678
– – 0.01% 317
2020
Q2 		$30K Buy
+678
New +$27.8K 0.01% 272

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

WealthShield Partners's SPMO Position: Q4 2025 in Review

WealthShield Partners sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q4 2025, closing a stake of 181 shares — an estimated $21.9K sold.

WealthShield Partners first reported a position in SPMO in Q2 2020 and held it in 9 quarters. The position peaked at $55.8K in Q2 2025. 646 funds tracked by Wall St. Rank hold SPMO as of Q4 2025.

  • WealthShield Partners reported no remaining Invesco S&P 500 Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • WealthShield Partners sold 181 Invesco S&P 500 Momentum ETF shares in Q4 2025, an estimated $21.9K.
  • WealthShield Partners first reported a position in Invesco S&P 500 Momentum ETF in Q2 2020 and held it in 9 quarters.
  • WealthShield Partners's Invesco S&P 500 Momentum ETF position peaked at $55.8K in Q2 2025.
  • 646 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q4 2025.

Based on WealthShield Partners's 13F filing for Q4 2025, filed 3 Feb 2026.