Ethos Financial Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Ethos Financial 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	$11.6M	Sell	84,810 -1,343	-2%	-$189K	0.77%	29
2026 Q1	$9.66M	Sell	86,153 -998	-1%	-$118K	0.71%	34
2025 Q4	$10.4M	Sell	87,151 -81,854	-48%	-$9.81M	0.77%	31
2025 Q3	$20.5M	Buy	169,005 +20,630	+14%	+$2.4M	1.61%	11
2025 Q2	$16.7M	Buy	+148,375	New	+$14.8M	1.44%	14

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

Ethos Financial Group's SPMO Position: Q2 2026 in Review

Ethos Financial Group reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.6% in Q2 2026, selling an estimated $189K and leaving 84,810 shares worth $11.6M. The position accounts for 0.77% of the portfolio, ranked #29.

Ethos Financial Group first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $20.5M in Q3 2025. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Ethos Financial Group held 84,810 shares of Invesco S&P 500 Momentum ETF worth $11.6M as of Q2 2026.
Ethos Financial Group sold 1,343 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $189K.
Invesco S&P 500 Momentum ETF made up 0.77% of Ethos Financial Group's portfolio in Q2 2026, its #29 holding.
Ethos Financial Group first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
Ethos Financial Group's Invesco S&P 500 Momentum ETF position peaked at $20.5M in Q3 2025.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.