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 Q2	$11.2M	Sell	69,434 -17,737	-20%	-$2.5M	2.57%	7
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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Able Wealth Management's SPMO Position: Q2 2026 in Review

Able Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 20% in Q2 2026, selling an estimated $2.5M and leaving 69,434 shares worth $11.2M. The position accounts for 2.57% of the portfolio, ranked #7.

Able Wealth Management first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.4M in Q4 2025. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Able Wealth Management held 69,434 shares of Invesco S&P 500 Momentum ETF worth $11.2M as of Q2 2026.
Able Wealth Management sold 17,737 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $2.5M.
Invesco S&P 500 Momentum ETF made up 2.57% of Able Wealth Management's portfolio in Q2 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 10 quarters since.
Able Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $14.4M in Q4 2025.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.