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 Q3	$11.3M	Buy	113,379 +43,945	+63%	+$6.54M	2.47%	7
2026 Q2	$11.2M	Sell	69,434 -17,737	-20%	-$2.5M	2.57%	7
2026 Q1	$9.8M	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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Able Wealth Management's SPMO Position: Q3 2026 in Review

Able Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 63% in Q3 2026, buying an estimated $6.54M and bringing the position to 113,379 shares worth $11.3M. The position accounts for 2.47% of the portfolio, ranked #7.

Able Wealth Management first reported a position in SPMO in Q1 2024 and has held it in 11 quarters since. The position peaked at $14.4M in Q4 2025. 272 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Able Wealth Management held 113,379 shares of Invesco S&P 500 Momentum ETF worth $11.3M as of Q3 2026.
Able Wealth Management bought 43,945 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $6.54M.
Invesco S&P 500 Momentum ETF made up 2.47% of Able Wealth Management's portfolio in Q3 2026, its #7 holding.
Able Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 11 quarters since.
Able Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $14.4M in Q4 2025.
272 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.