Centerpoint Advisory Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Centerpoint Advisory 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 Q2	$12.9M	Buy	80,099 +5,799	+8%	+$817K	8.2%	1
2026 Q1	$8.33M	Buy	74,300 +9,166	+14%	+$1.08M	6.27%	1
2025 Q4	$7.77M	Buy	65,134 +8,940	+16%	+$1.07M	5.99%	1
2025 Q3	$6.8M	Buy	56,194 +16,139	+40%	+$1.88M	5.3%	2
2025 Q2	$4.5M	Buy	40,055 +15,303	+62%	+$1.53M	3.91%	4
2025 Q1	$2.29M	Buy	24,752 +8,741	+55%	+$855K	2.25%	13
2024 Q4	$1.52M	Buy	+16,011	New	+$1.52M	1.47%	22

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

Centerpoint Advisory Group's SPMO Position: Q2 2026 in Review

Centerpoint Advisory Group increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 7.8% in Q2 2026, buying an estimated $817K and bringing the position to 80,099 shares worth $12.9M. The position accounts for 8.2% of the portfolio, ranked #1.

Centerpoint Advisory Group first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Centerpoint Advisory Group held 80,099 shares of Invesco S&P 500 Momentum ETF worth $12.9M as of Q2 2026.
Centerpoint Advisory Group bought 5,799 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $817K.
Invesco S&P 500 Momentum ETF made up 8.2% of Centerpoint Advisory Group's portfolio in Q2 2026, its #1 holding.
Centerpoint Advisory Group first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.