IFC & Insurance Marketing, Inc. SPMO β€” INVSC S P 500 MOMENTUM ETF

Ownership history in IFC & Insurance Marketing, Inc.  Β·  3 quarters on record

AI Ownership Summary

IFC & Insurance Marketing, Inc. reported INVSC S P 500 MOMENTUM ETF (SPMO) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 8.87% in 2026 Q2. The latest visible filing shows SPMO at 8.87% 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 IFC & Insurance Marketing, Inc.'s position in INVSC 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
2026 Q2

SPMO was reported at 8.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.87% in 2026 Q2

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 IFC & Insurance Marketing, 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 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 62,342 +1,980 +3.3% 8.87% $10.1M 2026-07-09 $153.08
2026 Q1 ADDED β€” β€” β€” 60,362 +18,544 +44.3% 7.06% $6.8M 2026-04-17 $128.10
2025 Q4 INITIATED β€” β€” β€” 41,818 β€” β€” 4.95% $5K 2026-02-12 $117.76

FAQ About IFC & Insurance Marketing, 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 IFC & Insurance Marketing, Inc. reported owning SPMO?

IFC & Insurance Marketing, Inc. reported SPMO across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported SPMO position in IFC & Insurance Marketing, Inc.'s portfolio?

The largest reported portfolio weight for SPMO was 8.87% in 2026 Q2.

What is the latest reported SPMO position on this page?

The most recent filing on this page is 2026 Q2, when IFC & Insurance Marketing, Inc. reported 62,342 shares, equal to 8.87% of portfolio, with an estimated market value of $10.1M.

What does the chart on this SPMO ownership page compare?

The chart compares IFC & Insurance Marketing, 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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