CFS Investment Advisory Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

CFS Investment Advisory Services’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	$13.5M	Sell	89,281 -40,877	-31%	-$5.76M	0.9%	28
2026 Q1	$16.7M	Buy	130,158 +256	+0.2%	+$30.3K	1.15%	22
2025 Q4	$15.5M	Buy	129,902 +51,726	+66%	+$6.2M	1.13%	25
2025 Q3	$9.51M	Sell	78,176 -2,458	-3%	-$286K	0.71%	34
2025 Q2	$9.07M	Sell	80,634 -530	-0.7%	-$52.9K	0.74%	31
2025 Q1	$7.51M	Sell	81,164 -2,191	-3%	-$214K	0.67%	33
2024 Q4	$7.92M	Buy	+83,355	New	+$7.9M	0.71%	31

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

CFS Investment Advisory Services's SPMO Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 31% in Q2 2026, selling an estimated $5.76M and leaving 89,281 shares worth $13.5M. The position accounts for 0.9% of the portfolio, ranked #28.

CFS Investment Advisory Services first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.7M in Q1 2026. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

CFS Investment Advisory Services held 89,281 shares of Invesco S&P 500 Momentum ETF worth $13.5M as of Q2 2026.
CFS Investment Advisory Services sold 40,877 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $5.76M.
Invesco S&P 500 Momentum ETF made up 0.9% of CFS Investment Advisory Services's portfolio in Q2 2026, its #28 holding.
CFS Investment Advisory Services first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
CFS Investment Advisory Services's Invesco S&P 500 Momentum ETF position peaked at $16.7M in Q1 2026.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.