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

Creative Planning’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	$9.08M	Sell	56,182 -5,081	-8%	-$716K	0.01%	953
2026 Q1	$6.87M	Buy	61,263 +11,496	+23%	+$1.36M	﹤0.01%	958
2025 Q4	$5.94M	Buy	49,767 +44,249	+802%	+$5.3M	﹤0.01%	887
2025 Q3	$668K	Buy	5,518 +2,659	+93%	+$310K	﹤0.01%	2471
2025 Q2	$322K	Sell	2,859 -10,650	-79%	-$1.06M	﹤0.01%	2843
2025 Q1	$1.25M	Buy	13,509 +10,079	+294%	+$986K	﹤0.01%	1536
2024 Q4	$326K	Buy	+3,430	New	+$325K	﹤0.01%	2588
2024 Q3	–	Sell	-14,429	Closed	-$1.26M	–	3301
2024 Q2	$1.26M	Buy	+14,429	New	+$1.17M	﹤0.01%	1257

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

Creative Planning's SPMO Position: Q2 2026 in Review

Creative Planning reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 8.3% in Q2 2026, selling an estimated $716K and leaving 56,182 shares worth $9.08M. The position accounts for 0.01% of the portfolio, ranked #953.

Creative Planning first reported a position in SPMO in Q2 2024 and has held it in 8 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Creative Planning held 56,182 shares of Invesco S&P 500 Momentum ETF worth $9.08M as of Q2 2026.
Creative Planning sold 5,081 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $716K.
Invesco S&P 500 Momentum ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #953 holding.
Creative Planning first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 8 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.