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

AmeriFlex 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 		$25K Hold
155
– – 0.01% 655
2026
Q1 		$17.4K Hold
155
– – 0.01% 630
2025
Q4 		$18.5K Sell
155
-139
-47% -$16.7K 0.01% 605
2025
Q3 		$35.6K Sell
294
-14,299
-98% -$1.67M 0.01% 524
2025
Q2 		$1.62M Buy
14,593
+1,182
+9% +$118K 0.85% 22
2025
Q1 		$1.24M Buy
13,411
+2,213
+20% +$217K 0.51% 45
2024
Q4 		$1.12M Buy
+11,198
New +$1.06M 0.51% 41

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AmeriFlex Group's SPMO Position: Q2 2026 in Review

AmeriFlex Group held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 155 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #655.

AmeriFlex Group first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q2 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • AmeriFlex Group held 155 shares of Invesco S&P 500 Momentum ETF worth $25K as of Q2 2026.
  • AmeriFlex Group left its Invesco S&P 500 Momentum ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Momentum ETF made up 0.01% of AmeriFlex Group's portfolio in Q2 2026, its #655 holding.
  • AmeriFlex Group first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's Invesco S&P 500 Momentum ETF position peaked at $1.62M in Q2 2025.
  • 764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.