Advisornet Financial’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Advisornet Financial’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	$1.81M	Buy	11,199 +1,729	+18%	+$244K	0.08%	193
2026 Q1	$1.06M	Buy	9,470 +3,304	+54%	+$390K	0.06%	247
2025 Q4	$736K	Buy	6,166 +5,208	+544%	+$624K	0.04%	306
2025 Q3	$116K	Buy	958 +2	+0.2%	+$233	0.01%	756
2025 Q2	$108K	Sell	956 -348	-27%	-$34.7K	0.01%	745
2025 Q1	$121K	Buy	1,304 +2	+0.2%	+$196	0.01%	673
2024 Q4	$124K	Buy	1,302 +601	+86%	+$57K	0.01%	620
2024 Q3	$63.5K	Buy	+701	New	+$61.3K	﹤0.01%	832

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

Advisornet Financial's SPMO Position: Q2 2026 in Review

Advisornet Financial increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 18% in Q2 2026, buying an estimated $244K and bringing the position to 11,199 shares worth $1.81M. The position accounts for 0.08% of the portfolio, ranked #193.

Advisornet Financial first reported a position in SPMO in Q3 2024 and has held it in 8 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Advisornet Financial held 11,199 shares of Invesco S&P 500 Momentum ETF worth $1.81M as of Q2 2026.
Advisornet Financial bought 1,729 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $244K.
Invesco S&P 500 Momentum ETF made up 0.08% of Advisornet Financial's portfolio in Q2 2026, its #193 holding.
Advisornet Financial first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 8 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.