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

Centaurus Financial’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 Q1	$475K	Buy	4,233 +315	+8%	+$37.2K	0.02%	538
2025 Q4	$467K	Sell	3,918 -716	-15%	-$85.8K	0.02%	548
2025 Q3	$561K	Buy	4,634 +3,333	+256%	+$388K	0.03%	497
2025 Q2	$146K	Buy	1,301 +109	+9%	+$10.9K	0.01%	829
2025 Q1	$110K	Buy	+1,192	New	+$117K	0.01%	854
2023 Q1	–	Sell	-28,619	Closed	-$1.63M	–	941
2022 Q4	$1.63M	Buy	+28,619	New	+$1.61M	0.15%	164

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Centaurus Financial's SPMO Position: Q1 2026 in Review

Centaurus Financial increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 8% in Q1 2026, buying an estimated $37.2K and bringing the position to 4,233 shares worth $475K. The position accounts for 0.02% of the portfolio, ranked #538.

Centaurus Financial first reported a position in SPMO in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.63M in Q4 2022. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Centaurus Financial held 4,233 shares of Invesco S&P 500 Momentum ETF worth $475K as of Q1 2026.
Centaurus Financial bought 315 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $37.2K.
Invesco S&P 500 Momentum ETF made up 0.02% of Centaurus Financial's portfolio in Q1 2026, its #538 holding.
Centaurus Financial first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and has held it in 6 quarters since.
Centaurus Financial's Invesco S&P 500 Momentum ETF position peaked at $1.63M in Q4 2022.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.