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

Detalus 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 Q3	$1.77M	Sell	11,676 -48,003	-80%	-$7.14M	0.35%	42
2026 Q2	$9.6M	Sell	59,679 -16,477	-22%	-$2.32M	1.88%	9
2026 Q1	$8.54M	Buy	76,156 +4,996	+7%	+$590K	1.95%	10
2025 Q4	$8.49M	Buy	71,160 +31,207	+78%	+$3.74M	2.07%	8
2025 Q3	$4.84M	Sell	39,953 -1,249	-3%	-$145K	1.25%	19
2025 Q2	$4.63M	Sell	41,202 -1,428	-3%	-$143K	1.34%	16
2025 Q1	$3.94M	Buy	42,630 +2,033	+5%	+$199K	1.24%	17
2024 Q4	$3.86M	Buy	+40,597	New	+$3.85M	1.27%	16
2023 Q1	–	Sell	-40,341	Closed	-$2.29M	–	151
2022 Q4	$2.29M	Buy	+40,341	New	+$2.27M	1.12%	21

Other funds holding SPMO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Detalus Advisors's SPMO Position: Q3 2026 in Review

Detalus Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 80% in Q3 2026, selling an estimated $7.14M and leaving 11,676 shares worth $1.77M. The position accounts for 0.35% of the portfolio, ranked #42.

Detalus Advisors first reported a position in SPMO in Q4 2022 and has held it in 9 quarters since. The position peaked at $9.6M in Q2 2026. 243 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Detalus Advisors held 11,676 shares of Invesco S&P 500 Momentum ETF worth $1.77M as of Q3 2026.
Detalus Advisors sold 48,003 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $7.14M.
Invesco S&P 500 Momentum ETF made up 0.35% of Detalus Advisors's portfolio in Q3 2026, its #42 holding.
Detalus Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and has held it in 9 quarters since.
Detalus Advisors's Invesco S&P 500 Momentum ETF position peaked at $9.6M in Q2 2026.
243 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.