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 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

DCM

Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

Altus Wealth Group's SPMO Position: Q2 2026 in Review

Altus Wealth Group increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.1% in Q2 2026, buying an estimated $221K and bringing the position to 143,826 shares worth $23.2M. The position accounts for 8.39% of the portfolio, ranked #2.

Altus Wealth Group first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 330 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Altus Wealth Group held 143,826 shares of Invesco S&P 500 Momentum ETF worth $23.2M as of Q2 2026.
Altus Wealth Group bought 1,568 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $221K.
Invesco S&P 500 Momentum ETF made up 8.39% of Altus Wealth Group's portfolio in Q2 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 7 quarters since.
330 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.