Beacon Financial Advisory’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Beacon Financial Advisory’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	$1.18M	Sell	7,276 -355	-5%	-$50K	0.23%	113
2026 Q1	$856K	Buy	7,631 +982	+15%	+$116K	0.19%	146
2025 Q4	$793K	Buy	6,649 +1,445	+28%	+$173K	0.18%	144
2025 Q3	$630K	Buy	5,204 +34	+0.7%	+$3.96K	0.15%	174
2025 Q2	$582K	Buy	5,170 +621	+14%	+$62K	0.15%	179
2025 Q1	$421K	Sell	4,549 -3,752	-45%	-$367K	0.13%	191
2024 Q4	$789K	Buy	8,301 +4,103	+98%	+$389K	0.26%	106
2024 Q3	$381K	Buy	4,198 +79	+2%	+$6.91K	0.13%	186
2024 Q2	$360K	Buy	4,119 +754	+22%	+$61.2K	0.13%	186
2024 Q1	$270K	Buy	+3,365	New	+$248K	0.13%	192

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

Beacon Financial Advisory's SPMO Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 4.7% in Q2 2026, selling an estimated $50K and leaving 7,276 shares worth $1.18M. The position accounts for 0.23% of the portfolio, ranked #113.

Beacon Financial Advisory first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Beacon Financial Advisory held 7,276 shares of Invesco S&P 500 Momentum ETF worth $1.18M as of Q2 2026.
Beacon Financial Advisory sold 355 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $50K.
Invesco S&P 500 Momentum ETF made up 0.23% of Beacon Financial Advisory's portfolio in Q2 2026, its #113 holding.
Beacon Financial Advisory first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.