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Blom & Howell Financial Planning’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Blom & Howell Financial Planning’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 		$2.62M Buy
16,217
+960
+6% +$135K 2.18% 13
2026
Q1 		$1.71M Buy
15,257
+2,182
+17% +$258K 1.68% 15
2025
Q4 		$1.56M Buy
+13,075
New +$1.57M 1.55% 16

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blom & Howell Financial Planning's SPMO Position: Q2 2026 in Review

Blom & Howell Financial Planning increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 6.3% in Q2 2026, buying an estimated $135K and bringing the position to 16,217 shares worth $2.62M. The position accounts for 2.18% of the portfolio, ranked #13.

Blom & Howell Financial Planning first reported a position in SPMO in Q4 2025 and has held it in 3 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Blom & Howell Financial Planning held 16,217 shares of Invesco S&P 500 Momentum ETF worth $2.62M as of Q2 2026.
  • Blom & Howell Financial Planning bought 960 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $135K.
  • Invesco S&P 500 Momentum ETF made up 2.18% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #13 holding.
  • Blom & Howell Financial Planning first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.