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COMPASS FINANCIAL MANAGEMENT LLC’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$4.26M Buy
+26,403
New +$3.72M 0.51% 48

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PWP
Perfromance Wealth Partners Hinsdale, Illinois $4.03B AUM 33.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SPMO Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 26,403 shares worth $4.26M. The stake represents 0.51% of the portfolio and ranks #48 among its holdings.

618 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 26,403 shares of Invesco S&P 500 Momentum ETF worth $4.26M as of Q2 2026.
  • Invesco S&P 500 Momentum ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Invesco S&P 500 Momentum ETF made up 0.51% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #48 holding.
  • 618 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.