CoreCap Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

CoreCap Advisors’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	$6.55M	Buy	43,236 +1,914	+5%	+$285K	0.19%	116
2026 Q2	$6.68M	Buy	41,322 +1,840	+5%	+$259K	0.2%	109
2026 Q1	$4.43M	Buy	39,482 +2,025	+5%	+$239K	0.15%	150
2025 Q4	$4.47M	Buy	37,457 +9,740	+35%	+$1.17M	0.16%	134
2025 Q3	$3.36M	Buy	27,717 +2,636	+11%	+$307K	0.12%	169
2025 Q2	$2.82M	Buy	25,081 +2,931	+13%	+$293K	0.11%	169
2025 Q1	$2.05M	Buy	22,150 +4,063	+22%	+$398K	0.09%	204
2024 Q4	$1.72M	Buy	18,087 +11,162	+161%	+$1.06M	0.08%	240
2024 Q3	$628K	Buy	6,925 +354	+5%	+$31K	0.03%	419
2024 Q2	$575K	Sell	6,571 -1,002	-13%	-$81.4K	0.06%	207
2024 Q1	$607K	Sell	7,573 -162	-2%	-$11.9K	0.03%	363
2023 Q4	$507K	Sell	7,735 -442	-5%	-$26.7K	0.03%	346
2023 Q3	$468K	Buy	8,177 +513	+7%	+$29.5K	0.03%	335
2023 Q2	$429K	Buy	+7,664	New	+$423K	0.03%	378
2022 Q4	$450K	Buy	+7,919	New	+$445K	0.03%	375

Other funds holding SPMO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

CoreCap Advisors's SPMO Position: Q3 2026 in Review

CoreCap Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 4.6% in Q3 2026, buying an estimated $285K and bringing the position to 43,236 shares worth $6.55M. The position accounts for 0.19% of the portfolio, ranked #116.

CoreCap Advisors first reported a position in SPMO in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.68M in Q2 2026. 205 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

CoreCap Advisors held 43,236 shares of Invesco S&P 500 Momentum ETF worth $6.55M as of Q3 2026.
CoreCap Advisors bought 1,914 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $285K.
Invesco S&P 500 Momentum ETF made up 0.19% of CoreCap Advisors's portfolio in Q3 2026, its #116 holding.
CoreCap Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and has held it in 15 quarters since.
CoreCap Advisors's Invesco S&P 500 Momentum ETF position peaked at $6.68M in Q2 2026.
205 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.