Caliber Wealth Management (Kansas)’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Caliber Wealth Management (Kansas)’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	$494K	Sell	3,056 -226	-7%	-$31.9K	0.05%	188
2026 Q1	$368K	Buy	3,282 +594	+22%	+$70.2K	0.04%	201
2025 Q4	$321K	Buy	2,688 +743	+38%	+$89K	0.03%	211
2025 Q3	$235K	Buy	1,945 +90	+5%	+$10.5K	0.03%	228
2025 Q2	$209K	Buy	+1,855	New	+$185K	0.02%	269

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

Caliber Wealth Management (Kansas)'s SPMO Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 6.9% in Q2 2026, selling an estimated $31.9K and leaving 3,056 shares worth $494K. The position accounts for 0.05% of the portfolio, ranked #188.

Caliber Wealth Management (Kansas) first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Caliber Wealth Management (Kansas) held 3,056 shares of Invesco S&P 500 Momentum ETF worth $494K as of Q2 2026.
Caliber Wealth Management (Kansas) sold 226 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $31.9K.
Invesco S&P 500 Momentum ETF made up 0.05% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #188 holding.
Caliber Wealth Management (Kansas) first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.