BAM Wealth Management
SPMO icon

BAM Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

BAM Wealth Management’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 		$475K Buy
3,136
+647
+26% +$96.3K 0.26% 103
2026
Q2 		$402K Sell
2,489
-256
-9% -$36.1K 0.25% 115
2026
Q1 		$308K Buy
2,745
+234
+9% +$27.7K 0.23% 105
2025
Q4 		$300K Buy
2,511
+624
+33% +$74.8K 0.22% 113
2025
Q3 		$228K Buy
+1,887
New +$220K 0.18% 134

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Perfromance Wealth Partners
Perfromance Wealth Partners Hinsdale, Illinois $4.28B AUM 24.33% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Storgate
Storgate Dallas, Texas $568M AUM 28.26% 1-Year Est. Return

BAM Wealth Management's SPMO Position: Q3 2026 in Review

BAM Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 26% in Q3 2026, buying an estimated $96.3K and bringing the position to 3,136 shares worth $475K. The position accounts for 0.26% of the portfolio, ranked #103.

BAM Wealth Management first reported a position in SPMO in Q3 2025 and has held it in 5 quarters since. 629 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • BAM Wealth Management held 3,136 shares of Invesco S&P 500 Momentum ETF worth $475K as of Q3 2026.
  • BAM Wealth Management bought 647 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $96.3K.
  • Invesco S&P 500 Momentum ETF made up 0.26% of BAM Wealth Management's portfolio in Q3 2026, its #103 holding.
  • BAM Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 5 quarters since.
  • 629 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.