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Rothwell Investment Advisors, LLC’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Rothwell Investment Advisors, LLC’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
2026
Q3 		$15.2K Buy
+100
New +$14.9K 0.01% 682

Other funds holding SPMO

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Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SPMO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q3 2026: 100 shares worth $15.2K. The stake represents 0.01% of the portfolio and ranks #682 among its holdings.

451 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 100 shares of Invesco S&P 500 Momentum ETF worth $15.2K as of Q3 2026.
  • Invesco S&P 500 Momentum ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Invesco S&P 500 Momentum ETF made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #682 holding.
  • 451 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.