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

Barnes Wealth Management Group’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	$869K	Sell	5,379 -2,255	-30%	-$318K	0.4%	64
2026 Q1	$856K	Buy	7,634 +1,048	+16%	+$124K	0.43%	62
2025 Q4	$786K	Sell	6,586 -275	-4%	-$33K	0.42%	60
2025 Q3	$831K	Buy	6,861 +538	+9%	+$62.7K	0.46%	57
2025 Q2	$711K	Buy	6,323 +2,083	+49%	+$208K	0.42%	59
2025 Q1	$392K	Buy	+4,240	New	+$415K	0.25%	93

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

Barnes Wealth Management Group's SPMO Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 30% in Q2 2026, selling an estimated $318K and leaving 5,379 shares worth $869K. The position accounts for 0.4% of the portfolio, ranked #64.

Barnes Wealth Management Group first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Barnes Wealth Management Group held 5,379 shares of Invesco S&P 500 Momentum ETF worth $869K as of Q2 2026.
Barnes Wealth Management Group sold 2,255 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $318K.
Invesco S&P 500 Momentum ETF made up 0.4% of Barnes Wealth Management Group's portfolio in Q2 2026, its #64 holding.
Barnes Wealth Management Group first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.