Diversify Advisory Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Diversify Advisory Services’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	$1.64M	Buy	+11,351	New	+$1.6M	0.03%	478
2026 Q1	–	Sell	-8,836	Closed	-$1.06M	–	766
2025 Q4	$1.06M	Buy	8,836 +3,003	+51%	+$360K	0.03%	389
2025 Q3	$710K	Buy	5,833 +1,382	+31%	+$161K	0.02%	460
2025 Q2	$527K	Buy	4,451 +1,300	+41%	+$130K	0.02%	515
2025 Q1	$299K	Buy	+3,151	New	+$308K	0.02%	498

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

Diversify Advisory Services's SPMO Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 11,351 shares worth $1.64M. The stake represents 0.03% of the portfolio and ranks #478 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SPMO as recently as Q4 2025.

Diversify Advisory Services first reported a position in SPMO in Q1 2025 and has held it in 5 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Diversify Advisory Services held 11,351 shares of Invesco S&P 500 Momentum ETF worth $1.64M as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Diversify Advisory Services position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #478 holding.
Diversify Advisory Services first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 5 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

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