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 Q2	$1.71M	Buy	10,570 +6,337	+150%	+$893K	0.07%	286
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 $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

Centaurus Financial's SPMO Position: Q2 2026 in Review

Centaurus Financial increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 150% in Q2 2026, buying an estimated $893K and bringing the position to 10,570 shares worth $1.71M. The position accounts for 0.07% of the portfolio, ranked #286.

Centaurus Financial first reported a position in SPMO in Q4 2022 and has held it in 7 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Centaurus Financial held 10,570 shares of Invesco S&P 500 Momentum ETF worth $1.71M as of Q2 2026.
Centaurus Financial bought 6,337 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $893K.
Invesco S&P 500 Momentum ETF made up 0.07% of Centaurus Financial's portfolio in Q2 2026, its #286 holding.
Centaurus Financial first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and has held it in 7 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.