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

BNC 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	$11.3M	Buy	+74,416	New	+$11.1M	2.59%	8

Other funds holding SPMO

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Triton Wealth Management Sun City, Arizona $336M AUM 21.83% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

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

BNC Wealth Management opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q3 2026: 74,416 shares worth $11.3M. The stake represents 2.59% of the portfolio and ranks #8 among its holdings.

400 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

BNC Wealth Management held 74,416 shares of Invesco S&P 500 Momentum ETF worth $11.3M as of Q3 2026.
Invesco S&P 500 Momentum ETF was a new BNC Wealth Management position in Q3 2026.
Invesco S&P 500 Momentum ETF made up 2.59% of BNC Wealth Management's portfolio in Q3 2026, its #8 holding.
400 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on BNC Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.