Core Wealth Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Core Wealth Partners’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	$904K	Buy	+5,595	New	+$789K	0.39%	63

Other funds holding SPMO

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Core Wealth Partners's SPMO Position: Q2 2026 in Review

Core Wealth Partners opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 5,595 shares worth $904K. The stake represents 0.39% of the portfolio and ranks #63 among its holdings.

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

Core Wealth Partners held 5,595 shares of Invesco S&P 500 Momentum ETF worth $904K as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Core Wealth Partners position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.39% of Core Wealth Partners's portfolio in Q2 2026, its #63 holding.
249 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.