Certified Advisory Corp’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Certified Advisory Corp’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	$411K	Buy	2,544 +4	+0.2%	+$564	0.03%	245
2026 Q1	$285K	Sell	2,540 -120	-5%	-$14.2K	0.03%	272
2025 Q4	$317K	Buy	2,660 +6	+0.2%	+$719	0.03%	258
2025 Q3	$321K	Buy	2,654 +132	+5%	+$15.4K	0.03%	257
2025 Q2	$284K	Buy	2,522 +4	+0.2%	+$399	0.03%	258
2025 Q1	$233K	Buy	2,518 +5	+0.2%	+$489	0.03%	270
2024 Q4	$239K	Buy	2,513 +5	+0.2%	+$474	0.03%	266
2024 Q3	$227K	Buy	2,508 +2	+0.1%	+$175	0.03%	273
2024 Q2	$219K	Buy	2,506 +2	+0.1%	+$162	0.03%	270
2024 Q1	$201K	Buy	+2,504	New	+$184K	0.03%	258
2021 Q4	–	Sell	-7,790	Closed	-$471K	–	253
2021 Q3	$471K	Sell	7,790 -1,297	-14%	-$79.8K	0.11%	154
2021 Q2	$539K	Sell	9,087 -2,160	-19%	-$120K	0.14%	143
2021 Q1	$596K	Buy	+11,247	New	+$597K	0.15%	128
2020 Q2	$491K	Sell	11,245 -290	-3%	-$11.9K	0.16%	122
2020 Q1	$415K	Sell	11,535 -936	-8%	-$38.4K	0.16%	115
2019 Q4	$523K	Buy	12,471 +12	+0.1%	+$489	0.17%	114
2019 Q3	$506K	Buy	12,459 +14	+0.1%	+$570	0.18%	108
2019 Q2	$503K	Sell	12,445 -485	-4%	-$19.2K	0.19%	104
2019 Q1	$508K	Buy	12,930 +2,060	+19%	+$76.7K	0.21%	95
2018 Q4	$367K	Buy	10,870 +2,360	+28%	+$86K	0.19%	107
2018 Q3	$345K	Buy	+8,510	New	+$334K	0.16%	112

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

Certified Advisory Corp's SPMO Position: Q2 2026 in Review

Certified Advisory Corp increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.16% in Q2 2026, buying an estimated $564 and bringing the position to 2,544 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #245.

Certified Advisory Corp first reported a position in SPMO in Q3 2018 and has held it in 21 quarters since. The position peaked at $596K in Q1 2021. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Certified Advisory Corp held 2,544 shares of Invesco S&P 500 Momentum ETF worth $411K as of Q2 2026.
Certified Advisory Corp bought 4 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $564.
Invesco S&P 500 Momentum ETF made up 0.03% of Certified Advisory Corp's portfolio in Q2 2026, its #245 holding.
Certified Advisory Corp first reported a position in Invesco S&P 500 Momentum ETF in Q3 2018 and has held it in 21 quarters since.
Certified Advisory Corp's Invesco S&P 500 Momentum ETF position peaked at $596K in Q1 2021.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.