Downshift Financial’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Downshift Financial’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	$10.3K	Buy	+68	New	+$10.1K	﹤0.01%	316

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

Downshift Financial's SPMO Position: Q3 2026 in Review

Downshift Financial opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q3 2026: 68 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #316 among its holdings.

188 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Downshift Financial held 68 shares of Invesco S&P 500 Momentum ETF worth $10.3K as of Q3 2026.
Invesco S&P 500 Momentum ETF was a new Downshift Financial position in Q3 2026.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Downshift Financial's portfolio in Q3 2026, its #316 holding.
188 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.