Csenge Advisory Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Csenge Advisory 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	$3.33M	Buy	20,616 +1,420	+7%	+$200K	0.14%	143
2026 Q1	$2.15M	Buy	19,196 +9,214	+92%	+$1.09M	0.1%	174
2025 Q4	$1.19M	Buy	9,982 +3,021	+43%	+$362K	0.05%	272
2025 Q3	$843K	Sell	6,961 -1,426	-17%	-$166K	0.04%	324
2025 Q2	$884K	Buy	8,387 +1,544	+23%	+$154K	0.05%	288
2025 Q1	$604K	Buy	6,843 +733	+12%	+$71.7K	0.03%	354
2024 Q4	$581K	Sell	6,110 -1,566	-20%	-$148K	0.03%	388
2024 Q3	$719K	Sell	7,676 -2,297	-23%	-$201K	0.04%	347
2024 Q2	$872K	Buy	9,973 +4,395	+79%	+$357K	0.05%	282
2024 Q1	$447K	Buy	+5,578	New	+$411K	0.03%	460

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

Csenge Advisory Group's SPMO Position: Q2 2026 in Review

Csenge Advisory Group increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 7.4% in Q2 2026, buying an estimated $200K and bringing the position to 20,616 shares worth $3.33M. The position accounts for 0.14% of the portfolio, ranked #143.

Csenge Advisory Group first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Csenge Advisory Group held 20,616 shares of Invesco S&P 500 Momentum ETF worth $3.33M as of Q2 2026.
Csenge Advisory Group bought 1,420 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $200K.
Invesco S&P 500 Momentum ETF made up 0.14% of Csenge Advisory Group's portfolio in Q2 2026, its #143 holding.
Csenge Advisory Group first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.