Public ownership evidence

Invesco S&P 500 Momentum ETF (SPMO) Ownership Disclosures

Read SPMO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco S&P 500 Momentum ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
68,931
Value (USD)
$6,378,175
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SPMO fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SPMO fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2968,931$6,378,175None
Redwood Investment Management, LLC2024-12-312026-08-2823,848$2,266,000None
Redwood Investment Management, LLC2025-03-312026-08-28235,246$21,767,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-282,969$479,612None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-282,981$334,200None
Redwood Investment Management, LLC2025-06-302026-08-27281,193$31,626,000None
Redwood Investment Management, LLC2025-09-302026-08-27622,529$75,363,000None
Redwood Investment Management, LLC2025-12-312026-08-27623,111$74,350,000None
Envision Financial Transparency, LLC2026-06-302026-08-223,250$311,360None
Bernard Wealth Management Corp.2026-06-302026-08-22288$46,524None
ATX Financial Planning, LLC2026-06-302026-08-2116,092$2,599,519None
Kingsview Wealth Management, LLC2026-06-302026-08-2053,599$8,658,399None
Archer Investment Corp2026-06-302026-08-20124$20,031None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20251,437$40,617,146None
Sankala Group LLC2026-06-302026-08-195,828$876,853None
Beacon Pointe Advisors, LLC2026-06-302026-08-1946,459$7,505,010None
Copia Wealth Management2026-06-302026-08-19139$22,454None
Strait & Sound Wealth Management LLC2026-06-302026-08-1914,648$2,366,238None
Denver PWM, LLC2026-06-302026-08-1916,733$2,565,298None
Concorde Asset Management, LLC2026-06-302026-08-1959,745$9,651,166None
Strive Financial Group ,LLC2026-06-302026-08-18103$16,665None
Yukon Wealth Management, Inc.2026-06-302026-08-182,933$473,797None
Corient Private Wealth LP2026-06-302026-08-182,667$430,766None
Asset Allocation Strategies LLC2026-06-302026-08-181,658$267,829None
Redwood Investment Management, LLC2026-06-302026-08-18638,049$103,070,000None
Transamerica Financial Advisors, LLC2026-06-302026-08-18793$128,242None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1826,722$4,319,149None
Equitable Holdings, Inc.2026-06-302026-08-18711,587$114,949,803None
Lifetime Wealth Management P.C.2026-06-302026-08-1811,542$1,864,523None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1810,570$1,707,000None
Thompson David Blair2026-06-302026-08-153,660$591,236None
Thompson David Blair2025-12-312026-08-158,178$975,858None
Thompson David Blair2026-03-312026-08-153,646$408,714None
Wellington Grp LLC2026-06-302026-08-15458$51,346None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-154,471$722,244None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1547$7,592None
Hopwood Nicholas Hunter2026-06-302026-08-1516,670$2,692,816None
Hopwood Nicholas Hunter2026-03-312026-08-1520,812$2,333,221None
Hopwood Nicholas Hunter2025-12-312026-08-1514,476$1,727,285None
Sequent Planning LLC2026-06-302026-08-152,583$417,252None
AMERIFLEX GROUP, INC.2026-06-302026-08-15155$25,039None
Synergy Investment Management, LLC2026-06-302026-08-155,901$953,202None
Synergy Investment Management, LLC2026-06-302026-08-1531,633$5,109,943None
TORONTO DOMINION BANK2026-06-302026-08-15168$27,109None
Glen Eagle Advisors, LLC2026-06-302026-08-15540$87,232None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15637$102,876None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1521,358$3,450,171None
JPL Wealth Management, LLC2026-06-302026-08-1569,655$11,252,033None
Modern Wealth Management, LLC2026-06-302026-08-15135,701$21,921,063None
Modern Wealth Management, LLC2026-06-302026-08-1571$11,403None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Envision Financial Transparency, LLC ↗Bernard Wealth Management Corp. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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