Able Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Able Wealth Management’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	$9.77M	Sell	87,171 -33,208	-28%	-$3.92M	2.61%	8
2025 Q4	$14.4M	Buy	120,379 +13,883	+13%	+$1.66M	4.54%	2
2025 Q3	$12.9M	Buy	106,496 +31,700	+42%	+$3.69M	4.85%	2
2025 Q2	$8.41M	Buy	74,796 +6,426	+9%	+$642K	4.24%	2
2025 Q1	$6.33M	Buy	68,370 +16,323	+31%	+$1.6M	3.73%	6
2024 Q4	$4.95M	Buy	52,047 +11,499	+28%	+$1.09M	3.25%	10
2024 Q3	$3.68M	Buy	40,548 +3,793	+10%	+$332K	2.79%	11
2024 Q2	$3.21M	Buy	36,755 +29,602	+414%	+$2.4M	2.65%	11
2024 Q1	$574K	Buy	+7,153	New	+$527K	0.5%	36

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Able Wealth Management's SPMO Position: Q1 2026 in Review

Able Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 28% in Q1 2026, selling an estimated $3.92M and leaving 87,171 shares worth $9.77M. The position accounts for 2.61% of the portfolio, ranked #8.

Able Wealth Management first reported a position in SPMO in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.4M in Q4 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Able Wealth Management held 87,171 shares of Invesco S&P 500 Momentum ETF worth $9.77M as of Q1 2026.
Able Wealth Management sold 33,208 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $3.92M.
Invesco S&P 500 Momentum ETF made up 2.61% of Able Wealth Management's portfolio in Q1 2026, its #8 holding.
Able Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 9 quarters since.
Able Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $14.4M in Q4 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.