YIH
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Y-Intercept (HK)’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Y-Intercept (HK)’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
-4,178
Closed -$387K – 1989
2025
Q1 		$387K Buy
+4,178
New +$409K 0.03% 811

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

Y-Intercept (HK)'s SPMO Position: Q2 2025 in Review

Y-Intercept (HK) sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2025, closing a stake of 4,178 shares — an estimated $387K sold.

Y-Intercept (HK) first reported a position in SPMO in Q1 2025 and held it in 1 quarter. The position peaked at $387K in Q1 2025. 474 funds tracked by Wall St. Rank hold SPMO as of Q2 2025.

  • Y-Intercept (HK) reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Y-Intercept (HK) sold 4,178 Invesco S&P 500 Momentum ETF shares in Q2 2025, an estimated $387K.
  • Y-Intercept (HK) first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and held it in 1 quarter.
  • Y-Intercept (HK)'s Invesco S&P 500 Momentum ETF position peaked at $387K in Q1 2025.
  • 474 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2025.

Based on Y-Intercept (HK)'s 13F filing for Q2 2025, filed 1 Aug 2025.