Avidian Wealth Enterprises’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Avidian Wealth Enterprises’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	$15M	Sell	92,795 -4,214	-4%	-$594K	0.41%	41
2026 Q1	$10.9M	Buy	97,009 +76,392	+371%	+$9.03M	0.34%	49
2025 Q4	$2.46M	Buy	20,617 +1,865	+10%	+$224K	0.09%	119
2025 Q3	$2.27M	Buy	18,752 +1,777	+10%	+$207K	0.09%	126
2025 Q2	$1.91M	Sell	16,975 -364	-2%	-$36.3K	0.08%	135
2025 Q1	$1.6M	Sell	17,339 -166,796	-91%	-$16.3M	0.07%	143
2024 Q4	$17.5M	Buy	184,135 +11,555	+7%	+$1.1M	0.79%	23
2024 Q3	$15.6M	Buy	172,580 +13,601	+9%	+$1.19M	0.71%	26
2024 Q2	$13.9M	Buy	+158,979	New	+$12.9M	0.58%	31

Other funds holding SPMO

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Avidian Wealth Enterprises's SPMO Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 4.3% in Q2 2026, selling an estimated $594K and leaving 92,795 shares worth $15M. The position accounts for 0.41% of the portfolio, ranked #41.

Avidian Wealth Enterprises first reported a position in SPMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.5M in Q4 2024. 362 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Avidian Wealth Enterprises held 92,795 shares of Invesco S&P 500 Momentum ETF worth $15M as of Q2 2026.
Avidian Wealth Enterprises sold 4,214 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $594K.
Invesco S&P 500 Momentum ETF made up 0.41% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #41 holding.
Avidian Wealth Enterprises first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 9 quarters since.
Avidian Wealth Enterprises's Invesco S&P 500 Momentum ETF position peaked at $17.5M in Q4 2024.
362 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.