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Evergreen Wealth Solutions’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Evergreen Wealth Solutions’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 		$1.52M Buy
9,942
+1,986
+25% +$280K 0.08% 158
2026
Q1 		$892K Sell
7,956
-9,401
-54% -$1.11M 0.06% 173
2025
Q4 		$2.07M Buy
+17,357
New +$2.08M 0.29% 47

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evergreen Wealth Solutions's SPMO Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 25% in Q2 2026, buying an estimated $280K and bringing the position to 9,942 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #158.

Evergreen Wealth Solutions first reported a position in SPMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.07M in Q4 2025. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Evergreen Wealth Solutions held 9,942 shares of Invesco S&P 500 Momentum ETF worth $1.52M as of Q2 2026.
  • Evergreen Wealth Solutions bought 1,986 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $280K.
  • Invesco S&P 500 Momentum ETF made up 0.08% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #158 holding.
  • Evergreen Wealth Solutions first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Solutions's Invesco S&P 500 Momentum ETF position peaked at $2.07M in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.