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 Q2	$4.52K	Buy	30 +26	+650%	+$3.67K	﹤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

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

Cornerstone Planning Group's SPMO Position: Q2 2026 in Review

Cornerstone Planning Group increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 650% in Q2 2026, buying an estimated $3.67K and bringing the position to 30 shares worth $4.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Cornerstone Planning Group first reported a position in SPMO in Q1 2025 and has held it in 5 quarters since. The position peaked at $71.4K in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Cornerstone Planning Group held 30 shares of Invesco S&P 500 Momentum ETF worth $4.52K as of Q2 2026.
Cornerstone Planning Group bought 26 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $3.67K.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1110 holding.
Cornerstone Planning Group first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 5 quarters since.
Cornerstone Planning Group's Invesco S&P 500 Momentum ETF position peaked at $71.4K in Q3 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.