Cornerstone Planning Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Cornerstone Planning Group’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	–	Sell	-30	Closed	-$4.52K	–	1468
2026 Q2	$4.52K	Buy	30 +26	+650%	+$3.66K	﹤0.01%	1110
2026 Q1	$434	Sell	4 -374	-99%	-$44.2K	﹤0.01%	1684
2025 Q4	$45K	Sell	378 -208	-35%	-$24.9K	0.01%	377
2025 Q3	$71.4K	Buy	+586	New	+$68.3K	0.01%	260
2025 Q2	–	Sell	-225	Closed	-$20.4K	–	1679
2025 Q1	$20.4K	Buy	+225	New	+$22K	﹤0.01%	408

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

Cornerstone Planning Group's SPMO Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2026, closing a stake of 30 shares — an estimated $4.52K sold.

Cornerstone Planning Group first reported a position in SPMO in Q1 2025 and held it in 5 quarters. The position peaked at $71.4K in Q3 2025. 243 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Cornerstone Planning Group reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 30 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $4.52K.
Cornerstone Planning Group first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and held it in 5 quarters.
Cornerstone Planning Group's Invesco S&P 500 Momentum ETF position peaked at $71.4K in Q3 2025.
243 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.