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Creative Financial Designs’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Creative Financial Designs’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 		$9.22M Buy
57,096
+41,773
+273% +$5.89M 0.44% 56
2026
Q1 		$1.72M Sell
15,323
-1,792
-10% -$212K 0.1% 165
2025
Q4 		$2.04M Buy
17,115
+187
+1% +$22.4K 0.13% 146
2025
Q3 		$2.05M Buy
16,928
+116
+0.7% +$13.5K 0.14% 137
2025
Q2 		$1.89M Buy
16,812
+2,457
+17% +$245K 0.14% 140
2025
Q1 		$1.33M Buy
14,355
+1,099
+8% +$108K 0.11% 160
2024
Q4 		$1.26M Buy
13,256
+5,861
+79% +$556K 0.1% 166
2024
Q3 		$670K Buy
7,395
+1,114
+18% +$97.5K 0.06% 249
2024
Q2 		$549K Buy
6,281
+248
+4% +$20.1K 0.05% 263
2024
Q1 		$484K Sell
6,033
-9,531
-61% -$702K 0.05% 268
2023
Q4 		$1.02M Buy
15,564
+8,673
+126% +$524K 0.1% 162
2023
Q3 		$395K Buy
6,891
+4,581
+198% +$263K 0.05% 249
2023
Q2 		$129K Sell
2,310
-38
-2% -$2.1K 0.02% 428
2023
Q1 		$128K Sell
2,348
-279
-11% -$15.3K 0.02% 420
2022
Q4 		$149K Sell
2,627
-37
-1% -$2.08K 0.02% 370
2022
Q3 		$134K Sell
2,664
-466
-15% -$25.3K 0.02% 371
2022
Q2 		$162K Buy
3,130
+2,646
+547% +$149K 0.03% 334
2022
Q1 		$30K Buy
484
+37
+8% +$2.23K ﹤0.01% 681
2021
Q4 		$29K Buy
+447
New +$28.6K ﹤0.01% 682

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Financial Designs's SPMO Position: Q2 2026 in Review

Creative Financial Designs increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 273% in Q2 2026, buying an estimated $5.89M and bringing the position to 57,096 shares worth $9.22M. The position accounts for 0.44% of the portfolio, ranked #56.

Creative Financial Designs first reported a position in SPMO in Q4 2021 and has held it in 19 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Creative Financial Designs held 57,096 shares of Invesco S&P 500 Momentum ETF worth $9.22M as of Q2 2026.
  • Creative Financial Designs bought 41,773 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $5.89M.
  • Invesco S&P 500 Momentum ETF made up 0.44% of Creative Financial Designs's portfolio in Q2 2026, its #56 holding.
  • Creative Financial Designs first reported a position in Invesco S&P 500 Momentum ETF in Q4 2021 and has held it in 19 quarters since.
  • 763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.