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Cassilly Financial Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Cassilly Financial Group’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 		$624K Sell
4,115
-1,270
-24% -$189K 0.42% 43
2026
Q2 		$870K Sell
5,385
-1,674
-24% -$236K 0.63% 34
2026
Q1 		$791K Buy
7,059
+126
+2% +$14.9K 0.69% 35
2025
Q4 		$827K Buy
+6,933
New +$831K 0.73% 33

Other funds holding SPMO

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 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
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cassilly Financial Group's SPMO Position: Q3 2026 in Review

Cassilly Financial Group reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 24% in Q3 2026, selling an estimated $189K and leaving 4,115 shares worth $624K. The position accounts for 0.42% of the portfolio, ranked #43.

Cassilly Financial Group first reported a position in SPMO in Q4 2025 and has held it in 4 quarters since. The position peaked at $870K in Q2 2026. 26 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Cassilly Financial Group held 4,115 shares of Invesco S&P 500 Momentum ETF worth $624K as of Q3 2026.
  • Cassilly Financial Group sold 1,270 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $189K.
  • Invesco S&P 500 Momentum ETF made up 0.42% of Cassilly Financial Group's portfolio in Q3 2026, its #43 holding.
  • Cassilly Financial Group first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 4 quarters since.
  • Cassilly Financial Group's Invesco S&P 500 Momentum ETF position peaked at $870K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.