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

Envision Financial Transparency’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	$1.6M	Buy	+14,255	New	+$1.68M	1.55%	14

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envision Financial Transparency's SPMO Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q1 2026: 14,255 shares worth $1.6M. The stake represents 1.55% of the portfolio and ranks #14 among its holdings.

652 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Envision Financial Transparency held 14,255 shares of Invesco S&P 500 Momentum ETF worth $1.6M as of Q1 2026.
Invesco S&P 500 Momentum ETF was a new Envision Financial Transparency position in Q1 2026.
Invesco S&P 500 Momentum ETF made up 1.55% of Envision Financial Transparency's portfolio in Q1 2026, its #14 holding.
652 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.