Arkadios Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Arkadios Wealth Advisors’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	$8.61M	Buy	53,314 +20,512	+63%	+$2.89M	0.13%	174
2026 Q1	$3.68M	Buy	32,802 +9,978	+44%	+$1.18M	0.06%	329
2025 Q4	$2.72M	Buy	22,824 +1,417	+7%	+$170K	0.05%	355
2025 Q3	$2.59M	Buy	21,407 +5,725	+37%	+$667K	0.06%	330
2025 Q2	$1.76M	Buy	15,682 +1,743	+13%	+$174K	0.05%	378
2025 Q1	$1.29M	Buy	13,939 +2,798	+25%	+$274K	0.05%	390
2024 Q4	$1.06M	Buy	11,141 +766	+7%	+$72.6K	0.06%	318
2024 Q3	$940K	Buy	10,375 +919	+10%	+$80.4K	0.05%	343
2024 Q2	$827K	Buy	+9,456	New	+$768K	0.06%	324

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

Arkadios Wealth Advisors's SPMO Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 63% in Q2 2026, buying an estimated $2.89M and bringing the position to 53,314 shares worth $8.61M. The position accounts for 0.13% of the portfolio, ranked #174.

Arkadios Wealth Advisors first reported a position in SPMO in Q2 2024 and has held it in 9 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Arkadios Wealth Advisors held 53,314 shares of Invesco S&P 500 Momentum ETF worth $8.61M as of Q2 2026.
Arkadios Wealth Advisors bought 20,512 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $2.89M.
Invesco S&P 500 Momentum ETF made up 0.13% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #174 holding.
Arkadios Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 9 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.