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ERn Financial LLC’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

ERn Financial 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
Q2 		$435K Buy
2,694
+484
+22% +$68.2K 0.07% 113
2026
Q1 		$248K Buy
2,210
+347
+19% +$41K 0.05% 134
2025
Q4 		$222K Buy
+1,863
New +$223K 0.04% 138

Other funds holding SPMO

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

ERn Financial LLC's SPMO Position: Q2 2026 in Review

ERn Financial LLC increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 22% in Q2 2026, buying an estimated $68.2K and bringing the position to 2,694 shares worth $435K. The position accounts for 0.07% of the portfolio, ranked #113.

ERn Financial LLC first reported a position in SPMO in Q4 2025 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • ERn Financial LLC held 2,694 shares of Invesco S&P 500 Momentum ETF worth $435K as of Q2 2026.
  • ERn Financial LLC bought 484 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $68.2K.
  • Invesco S&P 500 Momentum ETF made up 0.07% of ERn Financial LLC's portfolio in Q2 2026, its #113 holding.
  • ERn Financial LLC first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 362 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.