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 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

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

Boyce & Associates Wealth Consulting's SPMO Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 24% in Q2 2026, buying an estimated $313K and bringing the position to 11,443 shares worth $1.85M. The position accounts for 1.28% of the portfolio, ranked #20.

Boyce & Associates Wealth Consulting first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Boyce & Associates Wealth Consulting held 11,443 shares of Invesco S&P 500 Momentum ETF worth $1.85M as of Q2 2026.
Boyce & Associates Wealth Consulting bought 2,218 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $313K.
Invesco S&P 500 Momentum ETF made up 1.28% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #20 holding.
Boyce & Associates Wealth Consulting first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.