Altus Wealth Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Altus Wealth Group’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	$21.7M	Sell	143,430 -396	-0.3%	-$58.9K	8.17%	2
2026 Q2	$23.2M	Buy	143,826 +1,568	+1%	+$221K	8.39%	2
2026 Q1	$15.9M	Sell	142,258 -2,781	-2%	-$329K	6.53%	3
2025 Q4	$17.3M	Buy	145,039 +7,296	+5%	+$874K	6.92%	3
2025 Q3	$16.7M	Buy	137,743 +6,229	+5%	+$726K	6.85%	3
2025 Q2	$14.8M	Buy	131,514 +4,381	+3%	+$437K	6.55%	4
2025 Q1	$11.8M	Buy	127,133 +90,684	+249%	+$8.87M	5.51%	4
2024 Q4	$3.46M	Buy	+36,449	New	+$3.45M	1.53%	15

Other funds holding SPMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

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

Altus Wealth Group's SPMO Position: Q3 2026 in Review

Altus Wealth Group reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.28% in Q3 2026, selling an estimated $58.9K and leaving 143,430 shares worth $21.7M. The position accounts for 8.17% of the portfolio, ranked #2.

Altus Wealth Group first reported a position in SPMO in Q4 2024 and has held it in 8 quarters since. The position peaked at $23.2M in Q2 2026. 458 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Altus Wealth Group held 143,430 shares of Invesco S&P 500 Momentum ETF worth $21.7M as of Q3 2026.
Altus Wealth Group sold 396 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $58.9K.
Invesco S&P 500 Momentum ETF made up 8.17% of Altus Wealth Group's portfolio in Q3 2026, its #2 holding.
Altus Wealth Group first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 8 quarters since.
Altus Wealth Group's Invesco S&P 500 Momentum ETF position peaked at $23.2M in Q2 2026.
458 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.