VALEN PRIVATE CAPITAL, LLC’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

VALEN PRIVATE CAPITAL, LLC’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	$488K	Buy	+3,220	New	+$479K	0.15%	50

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

VALEN PRIVATE CAPITAL, LLC's SPMO Position: Q3 2026 in Review

VALEN PRIVATE CAPITAL, LLC opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q3 2026: 3,220 shares worth $488K. The stake represents 0.15% of the portfolio and ranks #50 among its holdings.

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

VALEN PRIVATE CAPITAL, LLC held 3,220 shares of Invesco S&P 500 Momentum ETF worth $488K as of Q3 2026.
Invesco S&P 500 Momentum ETF was a new VALEN PRIVATE CAPITAL, LLC position in Q3 2026.
Invesco S&P 500 Momentum ETF made up 0.15% of VALEN PRIVATE CAPITAL, LLC's portfolio in Q3 2026, its #50 holding.
243 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on VALEN PRIVATE CAPITAL, LLC's 13F filing for Q3 2026, filed 23 Oct 2026.