Delta Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Delta Wealth Advisors’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	$5.04M	Sell	31,225 -3,471	-10%	-$489K	3.6%	12
2026 Q1	$3.89M	Sell	34,696 -1,426	-4%	-$169K	2.96%	14
2025 Q4	$4.31M	Sell	36,122 -5,290	-13%	-$634K	3.61%	10
2025 Q3	$5.01M	Sell	41,412 -152	-0.4%	-$17.7K	3.92%	10
2025 Q2	$4.67M	Buy	41,564 +1,103	+3%	+$110K	3.92%	10
2025 Q1	$3.74M	Buy	40,461 +1,362	+3%	+$133K	3.4%	11
2024 Q4	$3.71M	Sell	39,099 -9,945	-20%	-$943K	3.5%	11
2024 Q3	$4.45M	Sell	49,044 -2,365	-5%	-$207K	4.26%	10
2024 Q2	$4.5M	Sell	51,409 -11,697	-19%	-$950K	4.4%	8
2024 Q1	$5.06M	Buy	+63,106	New	+$4.65M	5.23%	7

Other funds holding SPMO

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Delta Wealth Advisors's SPMO Position: Q2 2026 in Review

Delta Wealth Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 10% in Q2 2026, selling an estimated $489K and leaving 31,225 shares worth $5.04M. The position accounts for 3.6% of the portfolio, ranked #12.

Delta Wealth Advisors first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.06M in Q1 2024. 266 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Delta Wealth Advisors held 31,225 shares of Invesco S&P 500 Momentum ETF worth $5.04M as of Q2 2026.
Delta Wealth Advisors sold 3,471 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $489K.
Invesco S&P 500 Momentum ETF made up 3.6% of Delta Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Delta Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
Delta Wealth Advisors's Invesco S&P 500 Momentum ETF position peaked at $5.06M in Q1 2024.
266 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.