Ashton Thomas Private Wealth’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Ashton Thomas Private Wealth’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 Q1	$4.76M	Buy	42,463 +14,293	+51%	+$1.69M	0.11%	204
2025 Q4	$3.36M	Buy	28,170 +4,573	+19%	+$548K	0.08%	238
2025 Q3	$2.86M	Buy	23,597 +2,482	+12%	+$289K	0.07%	261
2025 Q2	$2.37M	Buy	21,115 +601	+3%	+$60K	0.08%	247
2025 Q1	$1.9M	Buy	20,514 +6,857	+50%	+$671K	0.07%	265
2024 Q4	$1.3M	Buy	+13,657	New	+$1.29M	0.05%	336

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ashton Thomas Private Wealth's SPMO Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 51% in Q1 2026, buying an estimated $1.69M and bringing the position to 42,463 shares worth $4.76M. The position accounts for 0.11% of the portfolio, ranked #204.

Ashton Thomas Private Wealth first reported a position in SPMO in Q4 2024 and has held it in 6 quarters since. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Ashton Thomas Private Wealth held 42,463 shares of Invesco S&P 500 Momentum ETF worth $4.76M as of Q1 2026.
Ashton Thomas Private Wealth bought 14,293 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $1.69M.
Invesco S&P 500 Momentum ETF made up 0.11% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #204 holding.
Ashton Thomas Private Wealth first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 6 quarters since.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.