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

Aurora 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 Q3	$509K	Buy	3,326 +474	+17%	+$70.5K	0.32%	76
2026 Q2	$461K	Sell	2,852 -1,058	-27%	-$149K	0.29%	80
2026 Q1	$466K	Hold	3,910	–	–	0.33%	74
2025 Q4	$466K	Buy	+3,910	New	+$469K	0.31%	78
2020 Q2	–	Sell	-22,906	Closed	-$825K	–	233
2020 Q1	$825K	Buy	+22,906	New	+$940K	0.29%	78

Other funds holding SPMO

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

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

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

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Aurora Private Wealth's SPMO Position: Q3 2026 in Review

Aurora Private Wealth increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 17% in Q3 2026, buying an estimated $70.5K and bringing the position to 3,326 shares worth $509K. The position accounts for 0.32% of the portfolio, ranked #76.

Aurora Private Wealth first reported a position in SPMO in Q1 2020 and has held it in 5 quarters since. The position peaked at $825K in Q1 2020. 226 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Aurora Private Wealth held 3,326 shares of Invesco S&P 500 Momentum ETF worth $509K as of Q3 2026.
Aurora Private Wealth bought 474 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $70.5K.
Invesco S&P 500 Momentum ETF made up 0.32% of Aurora Private Wealth's portfolio in Q3 2026, its #76 holding.
Aurora Private Wealth first reported a position in Invesco S&P 500 Momentum ETF in Q1 2020 and has held it in 5 quarters since.
Aurora Private Wealth's Invesco S&P 500 Momentum ETF position peaked at $825K in Q1 2020.
226 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

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