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

Endowment 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	$7.05M	Buy	62,874 +3,996	+7%	+$472K	3.12%	8
2025 Q4	$7.03M	Buy	58,878 +30,228	+106%	+$3.62M	3.23%	8
2025 Q3	$3.47M	Buy	28,650 +2,280	+9%	+$266K	1.57%	16
2025 Q2	$2.97M	Buy	26,370 +1,490	+6%	+$149K	1.53%	15
2025 Q1	$2.3M	Buy	24,880 +2,094	+9%	+$205K	1.48%	18
2024 Q4	$2.16M	Buy	22,786 +6,455	+40%	+$612K	1.45%	16
2024 Q3	$1.48M	Buy	16,331 +1,268	+8%	+$111K	0.97%	27
2024 Q2	$1.32M	Buy	15,063 +1,900	+14%	+$154K	0.96%	29
2024 Q1	$1.06M	Buy	+13,163	New	+$970K	0.79%	34

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Endowment Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 6.8% in Q1 2026, buying an estimated $472K and bringing the position to 62,874 shares worth $7.05M. The position accounts for 3.12% of the portfolio, ranked #8.

Endowment Wealth Management first reported a position in SPMO in Q1 2024 and has held it in 9 quarters since. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Endowment Wealth Management held 62,874 shares of Invesco S&P 500 Momentum ETF worth $7.05M as of Q1 2026.
Endowment Wealth Management bought 3,996 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $472K.
Invesco S&P 500 Momentum ETF made up 3.12% of Endowment Wealth Management's portfolio in Q1 2026, its #8 holding.
Endowment Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 9 quarters since.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.