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

EverSource 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 Q2	$1.8M	Buy	11,163 +2,068	+23%	+$292K	0.06%	239
2026 Q1	$1.02M	Buy	9,095 +8,176	+890%	+$966K	0.03%	374
2025 Q4	$110K	Buy	919 +356	+63%	+$42.7K	﹤0.01%	1268
2025 Q3	$68.2K	Buy	563 +506	+888%	+$58.9K	﹤0.01%	1482
2025 Q2	$6.41K	Buy	57 +2	+4%	+$200	﹤0.01%	3049
2025 Q1	$5.09K	Sell	55 -171	-76%	-$16.7K	﹤0.01%	2487
2024 Q4	$21.5K	Buy	+226	New	+$21.4K	﹤0.01%	1585

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

EverSource Wealth Advisors's SPMO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 23% in Q2 2026, buying an estimated $292K and bringing the position to 11,163 shares worth $1.8M. The position accounts for 0.06% of the portfolio, ranked #239.

EverSource Wealth Advisors first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

EverSource Wealth Advisors held 11,163 shares of Invesco S&P 500 Momentum ETF worth $1.8M as of Q2 2026.
EverSource Wealth Advisors bought 2,068 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $292K.
Invesco S&P 500 Momentum ETF made up 0.06% of EverSource Wealth Advisors's portfolio in Q2 2026, its #239 holding.
EverSource Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.