Cardinal Strategic Wealth Guidance’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Cardinal Strategic Wealth Guidance’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	$7.48M	Sell	46,286 -18,366	-28%	-$2.59M	1.7%	17
2026 Q1	$7.25M	Buy	64,652 +1,798	+3%	+$212K	1.91%	13
2025 Q4	$7.5M	Buy	62,854 +22,165	+54%	+$2.66M	1.96%	13
2025 Q3	$4.93M	Sell	40,689 -204	-0.5%	-$23.8K	1.32%	13
2025 Q2	$4.6M	Sell	40,893 -2,888	-7%	-$288K	1.33%	13
2025 Q1	$4.05M	Buy	43,781 +6,681	+18%	+$654K	1.29%	14
2024 Q4	$3.52M	Buy	+37,100	New	+$3.52M	1.12%	16

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

Cardinal Strategic Wealth Guidance's SPMO Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 28% in Q2 2026, selling an estimated $2.59M and leaving 46,286 shares worth $7.48M. The position accounts for 1.7% of the portfolio, ranked #17.

Cardinal Strategic Wealth Guidance first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.5M in Q4 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Cardinal Strategic Wealth Guidance held 46,286 shares of Invesco S&P 500 Momentum ETF worth $7.48M as of Q2 2026.
Cardinal Strategic Wealth Guidance sold 18,366 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $2.59M.
Invesco S&P 500 Momentum ETF made up 1.7% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #17 holding.
Cardinal Strategic Wealth Guidance first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Cardinal Strategic Wealth Guidance's Invesco S&P 500 Momentum ETF position peaked at $7.5M in Q4 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.