CCA
SPMO icon

Cadent Capital Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Cadent Capital Advisors’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
74,809
+70,122
+1,496% +$10.4M 2.43% 10
2026
Q2 		$757K Buy
+4,687
New +$661K 0.16% 107

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
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Cadent Capital Advisors's SPMO Position: Q3 2026 in Review

Cadent Capital Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 1,496% in Q3 2026, buying an estimated $10.4M and bringing the position to 74,809 shares worth $11.3M. The position accounts for 2.43% of the portfolio, ranked #10.

Cadent Capital Advisors first reported a position in SPMO in Q2 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Cadent Capital Advisors held 74,809 shares of Invesco S&P 500 Momentum ETF worth $11.3M as of Q3 2026.
  • Cadent Capital Advisors bought 70,122 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $10.4M.
  • Invesco S&P 500 Momentum ETF made up 2.43% of Cadent Capital Advisors's portfolio in Q3 2026, its #10 holding.
  • Cadent Capital Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2026 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.