A4 Wealth Advisors
SPMO icon

A4 Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

A4 Wealth Advisors’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 		– Sell
-25,985
Closed -$4.2M – 87
2026
Q2 		$4.2M Sell
25,985
-3,109
-11% -$438K 2.78% 9
2026
Q1 		$3.26M Buy
29,094
+7,360
+34% +$870K 2.66% 11
2025
Q4 		$2.59M Buy
21,734
+14,979
+222% +$1.8M 2.24% 13
2025
Q3 		$818K Buy
+6,755
New +$787K 0.69% 39

Other funds holding SPMO

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
Triton Wealth Management
Triton Wealth Management Sun City, Arizona $336M AUM 21.83% 1-Year Est. Return

A4 Wealth Advisors's SPMO Position: Q3 2026 in Review

A4 Wealth Advisors sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2026, closing a stake of 25,985 shares — an estimated $4.2M sold.

A4 Wealth Advisors first reported a position in SPMO in Q3 2025 and held it in 4 quarters. The position peaked at $4.2M in Q2 2026. 428 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • A4 Wealth Advisors reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 25,985 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $4.2M.
  • A4 Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and held it in 4 quarters.
  • A4 Wealth Advisors's Invesco S&P 500 Momentum ETF position peaked at $4.2M in Q2 2026.
  • 428 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.