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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

A4 Wealth Advisors's SPMO Position: Q1 2026 in Review

A4 Wealth Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 34% in Q1 2026, buying an estimated $870K and bringing the position to 29,094 shares worth $3.26M. The position accounts for 2.66% of the portfolio, ranked #11.

A4 Wealth Advisors first reported a position in SPMO in Q3 2025 and has held it in 3 quarters since. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • A4 Wealth Advisors held 29,094 shares of Invesco S&P 500 Momentum ETF worth $3.26M as of Q1 2026.
  • A4 Wealth Advisors bought 7,360 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $870K.
  • Invesco S&P 500 Momentum ETF made up 2.66% of A4 Wealth Advisors's portfolio in Q1 2026, its #11 holding.
  • A4 Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • 648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.