SPMO β€” INVESCO S&P 500 MOMENTUM ETF

Ownership history in Gen-Wealth Partners Inc  Β·  5 quarters on record

AI Ownership Summary

Gen-Wealth Partners Inc reported INVESCO S&P 500 MOMENTUM ETF (SPMO) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.12% in 2025 Q4. The latest visible filing shows SPMO at 1.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gen-Wealth Partners Inc's position in INVESCO S&P 500 MOMENTUM ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPMO was reported at 1.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.12% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gen-Wealth Partners Inc held SPMO β€” position size vs. price
% of Fund (quarterly)    SPMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 29,263 +12,164 +71.1% 1.12% $3.5M 2026-02-14 (Est.) $117.92
2025 Q3 ADDED 17,099 +802 +4.9% 0.70% $2.1M 2025-11-14 $117.21
2025 Q2 ADDED 16,297 +169 +1.0% 0.71% $1.8M 2025-08-14 $117.31
2025 Q1 ADDED 16,128 +384 +2.4% 0.62% $1.5M 2025-05-13 $102.92
2024 Q4 INITIATED 15,744 β€” β€” 0.64% $1.5M 2025-02-14 $101.96

FAQ About Gen-Wealth Partners Inc and SPMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gen-Wealth Partners Inc reported owning SPMO?

Gen-Wealth Partners Inc reported SPMO across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported SPMO position in Gen-Wealth Partners Inc's portfolio?

The largest reported portfolio weight for SPMO was 1.12% in 2025 Q4.

What is the latest reported SPMO position on this page?

The most recent filing on this page is 2025 Q4, when Gen-Wealth Partners Inc reported 29,263 shares, equal to 1.12% of portfolio, with an estimated market value of $3.5M.

What does the chart on this SPMO ownership page compare?

The chart compares Gen-Wealth Partners Inc's quarterly SPMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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