Advisor Resource Council’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Advisor Resource Council’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	$475K	Buy	2,940 +94	+3%	+$13.3K	0.13%	153
2026 Q1	$319K	Sell	2,846 -6,863	-71%	-$811K	0.1%	172
2025 Q4	$1.16M	Sell	9,709 -5	-0.1%	-$599	0.41%	46
2025 Q3	$1.18M	Buy	+9,714	New	+$1.13M	1.59%	11
2022 Q1	–	Sell	-4,456	Closed	-$288K	–	491
2021 Q4	$288K	Buy	+4,456	New	+$285K	0.02%	446

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

Advisor Resource Council's SPMO Position: Q2 2026 in Review

Advisor Resource Council increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 3.3% in Q2 2026, buying an estimated $13.3K and bringing the position to 2,940 shares worth $475K. The position accounts for 0.13% of the portfolio, ranked #153.

Advisor Resource Council first reported a position in SPMO in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.18M in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Advisor Resource Council held 2,940 shares of Invesco S&P 500 Momentum ETF worth $475K as of Q2 2026.
Advisor Resource Council bought 94 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $13.3K.
Invesco S&P 500 Momentum ETF made up 0.13% of Advisor Resource Council's portfolio in Q2 2026, its #153 holding.
Advisor Resource Council first reported a position in Invesco S&P 500 Momentum ETF in Q4 2021 and has held it in 5 quarters since.
Advisor Resource Council's Invesco S&P 500 Momentum ETF position peaked at $1.18M in Q3 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.