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Diversify Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Diversify Wealth Management’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
Q1 		$1.54M Buy
11,804
+9,448
+401% +$1.12M 0.03% 458
2025
Q4 		$283K Buy
2,356
+304
+15% +$36.4K 0.01% 536
2025
Q3 		$250K Buy
+2,052
New +$239K 0.01% 487

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Diversify Wealth Management's SPMO Position: Q1 2026 in Review

Diversify Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 401% in Q1 2026, buying an estimated $1.12M and bringing the position to 11,804 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #458.

Diversify Wealth Management first reported a position in SPMO in Q3 2025 and has held it in 3 quarters since. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • Diversify Wealth Management held 11,804 shares of Invesco S&P 500 Momentum ETF worth $1.54M as of Q1 2026.
  • Diversify Wealth Management bought 9,448 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $1.12M.
  • Invesco S&P 500 Momentum ETF made up 0.03% of Diversify Wealth Management's portfolio in Q1 2026, its #458 holding.
  • Diversify Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • 648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.