EP Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

EP Wealth Advisors’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	$1.43M	Sell	9,425 -438	-4%	-$65.2K	0.01%	591
2026 Q2	$1.59M	Sell	9,863 -1,314	-12%	-$185K	0.01%	635
2026 Q1	$1.25M	Buy	11,177 +662	+6%	+$78.2K	0.01%	576
2025 Q4	$1.25M	Buy	+10,515	New	+$1.26M	0.01%	559

Other funds holding SPMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Perfromance Wealth Partners Hinsdale, Illinois $4.28B AUM 24.33% 1-Year Est. Return

EP Wealth Advisors's SPMO Position: Q3 2026 in Review

EP Wealth Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 4.4% in Q3 2026, selling an estimated $65.2K and leaving 9,425 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #591.

EP Wealth Advisors first reported a position in SPMO in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.59M in Q2 2026. 692 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

EP Wealth Advisors held 9,425 shares of Invesco S&P 500 Momentum ETF worth $1.43M as of Q3 2026.
EP Wealth Advisors sold 438 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $65.2K.
Invesco S&P 500 Momentum ETF made up 0.01% of EP Wealth Advisors's portfolio in Q3 2026, its #591 holding.
EP Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 4 quarters since.
EP Wealth Advisors's Invesco S&P 500 Momentum ETF position peaked at $1.59M in Q2 2026.
692 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.