Compass Financial Management
SPMO icon

Compass Financial Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Compass Financial Management’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
Q3 		$4.3M Buy
28,391
+1,988
+8% +$296K 0.46% 48
2026
Q2 		$4.26M Buy
+26,403
New +$3.72M 0.51% 48

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Perfromance Wealth Partners
Perfromance Wealth Partners Hinsdale, Illinois $4.28B AUM 24.33% 1-Year Est. Return

Compass Financial Management's SPMO Position: Q3 2026 in Review

Compass Financial Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 7.5% in Q3 2026, buying an estimated $296K and bringing the position to 28,391 shares worth $4.3M. The position accounts for 0.46% of the portfolio, ranked #48.

Compass Financial Management first reported a position in SPMO in Q2 2026 and has held it in 2 quarters since. 692 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Compass Financial Management held 28,391 shares of Invesco S&P 500 Momentum ETF worth $4.3M as of Q3 2026.
  • Compass Financial Management bought 1,988 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $296K.
  • Invesco S&P 500 Momentum ETF made up 0.46% of Compass Financial Management's portfolio in Q3 2026, its #48 holding.
  • Compass Financial Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2026 and has held it in 2 quarters since.
  • 692 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.