Comprehensive Financial Planning’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Comprehensive Financial Planning’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	$754K	Sell	4,669 -320	-6%	-$45.1K	0.4%	61
2026 Q1	$559K	Buy	4,989 +678	+16%	+$80.1K	0.39%	62
2025 Q4	$514K	Sell	4,311 -146	-3%	-$17.5K	0.34%	63
2025 Q3	$540K	Buy	4,457 +54	+1%	+$6.29K	0.37%	60
2025 Q2	$495K	Buy	4,403 +1,209	+38%	+$121K	0.39%	61
2025 Q1	$296K	Sell	3,194 -58	-2%	-$5.68K	0.29%	71
2024 Q4	$309K	Buy	+3,252	New	+$308K	0.26%	70

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

Comprehensive Financial Planning's SPMO Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 6.4% in Q2 2026, selling an estimated $45.1K and leaving 4,669 shares worth $754K. The position accounts for 0.4% of the portfolio, ranked #61.

Comprehensive Financial Planning first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Comprehensive Financial Planning held 4,669 shares of Invesco S&P 500 Momentum ETF worth $754K as of Q2 2026.
Comprehensive Financial Planning sold 320 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $45.1K.
Invesco S&P 500 Momentum ETF made up 0.4% of Comprehensive Financial Planning's portfolio in Q2 2026, its #61 holding.
Comprehensive Financial Planning first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.