Ellenbecker Investment Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Ellenbecker Investment Group’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	$464K	Sell	2,872 -308	-10%	-$43.4K	0.05%	87
2026 Q1	$357K	Buy	3,180 +9	+0.3%	+$1.06K	0.05%	93
2025 Q4	$378K	Sell	3,171 -648	-17%	-$77.7K	0.05%	88
2025 Q3	$462K	Buy	3,819 +1,826	+92%	+$213K	0.07%	75
2025 Q2	$224K	Buy	+1,993	New	+$199K	0.04%	110

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

Ellenbecker Investment Group's SPMO Position: Q2 2026 in Review

Ellenbecker Investment Group reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 9.7% in Q2 2026, selling an estimated $43.4K and leaving 2,872 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #87.

Ellenbecker Investment Group first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Ellenbecker Investment Group held 2,872 shares of Invesco S&P 500 Momentum ETF worth $464K as of Q2 2026.
Ellenbecker Investment Group sold 308 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $43.4K.
Invesco S&P 500 Momentum ETF made up 0.05% of Ellenbecker Investment Group's portfolio in Q2 2026, its #87 holding.
Ellenbecker Investment Group first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.