Balboa Wealth Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Balboa Wealth Partners’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	$1.47M	Buy	9,070 +2,668	+42%	+$376K	0.2%	86
2026 Q1	$718K	Sell	6,402 -7,185	-53%	-$849K	0.12%	144
2025 Q4	$1.62M	Sell	13,587 -4,665	-26%	-$559K	0.27%	59
2025 Q3	$2.21M	Sell	18,252 -98	-0.5%	-$11.4K	0.38%	47
2025 Q2	$2.06M	Buy	+18,350	New	+$1.83M	0.41%	53

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

Balboa Wealth Partners's SPMO Position: Q2 2026 in Review

Balboa Wealth Partners increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 42% in Q2 2026, buying an estimated $376K and bringing the position to 9,070 shares worth $1.47M. The position accounts for 0.2% of the portfolio, ranked #86.

Balboa Wealth Partners first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.21M in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Balboa Wealth Partners held 9,070 shares of Invesco S&P 500 Momentum ETF worth $1.47M as of Q2 2026.
Balboa Wealth Partners bought 2,668 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $376K.
Invesco S&P 500 Momentum ETF made up 0.2% of Balboa Wealth Partners's portfolio in Q2 2026, its #86 holding.
Balboa Wealth Partners first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
Balboa Wealth Partners's Invesco S&P 500 Momentum ETF position peaked at $2.21M in Q3 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

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