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Boyce & Associates Wealth Consulting’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Boyce & Associates Wealth Consulting’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 		$1.74M Buy
11,462
+19
+0.2% +$2.83K 1.05% 25
2026
Q2 		$1.85M Buy
11,443
+2,218
+24% +$313K 1.28% 20
2026
Q1 		$1.03M Sell
9,225
-5,142
-36% -$608K 0.78% 31
2025
Q4 		$1.71M Buy
14,367
+688
+5% +$82.5K 1.44% 16
2025
Q3 		$1.66M Sell
13,679
-81
-0.6% -$9.44K 1.36% 17
2025
Q2 		$1.55M Buy
+13,760
New +$1.37M 1.41% 19

Other funds holding SPMO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Boyce & Associates Wealth Consulting's SPMO Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.17% in Q3 2026, buying an estimated $2.83K and bringing the position to 11,462 shares worth $1.74M. The position accounts for 1.05% of the portfolio, ranked #25.

Boyce & Associates Wealth Consulting first reported a position in SPMO in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.85M in Q2 2026. 97 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Boyce & Associates Wealth Consulting held 11,462 shares of Invesco S&P 500 Momentum ETF worth $1.74M as of Q3 2026.
  • Boyce & Associates Wealth Consulting bought 19 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $2.83K.
  • Invesco S&P 500 Momentum ETF made up 1.05% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #25 holding.
  • Boyce & Associates Wealth Consulting first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 6 quarters since.
  • Boyce & Associates Wealth Consulting's Invesco S&P 500 Momentum ETF position peaked at $1.85M in Q2 2026.
  • 97 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.