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WNY Asset Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

WNY Asset 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
Q2 		– Sell
-3,208
Closed -$297K – 236
2025
Q1 		$297K Sell
3,208
-306
-9% -$29.9K 0.04% 186
2024
Q4 		$334K Buy
3,514
+280
+9% +$26.5K 0.04% 156
2024
Q3 		$293K Sell
3,234
-76,501
-96% -$6.69M 0.03% 188
2024
Q2 		$6.97M Buy
+79,735
New +$6.48M 0.92% 23

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

WNY Asset Management's SPMO Position: Q2 2025 in Review

WNY Asset Management sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2025, closing a stake of 3,208 shares — an estimated $297K sold.

WNY Asset Management first reported a position in SPMO in Q2 2024 and held it in 4 quarters. The position peaked at $6.97M in Q2 2024. 474 funds tracked by Wall St. Rank hold SPMO as of Q2 2025.

  • WNY Asset Management reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • WNY Asset Management sold 3,208 Invesco S&P 500 Momentum ETF shares in Q2 2025, an estimated $297K.
  • WNY Asset Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and held it in 4 quarters.
  • WNY Asset Management's Invesco S&P 500 Momentum ETF position peaked at $6.97M in Q2 2024.
  • 474 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2025.

Based on WNY Asset Management's 13F filing for Q2 2025, filed 4 Aug 2025.