Facet Wealth Inc
SPMO icon

Facet Wealth Inc’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Facet Wealth Inc’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 		$599K Buy
3,954
+494
+14% +$73.5K 0.01% 212
2026
Q2 		$559K Buy
3,460
+1,257
+57% +$177K 0.01% 197
2026
Q1 		$247K Buy
2,203
+446
+25% +$52.7K ﹤0.01% 294
2025
Q4 		$209K Buy
+1,757
New +$211K ﹤0.01% 291

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Facet Wealth Inc's SPMO Position: Q3 2026 in Review

Facet Wealth Inc increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 14% in Q3 2026, buying an estimated $73.5K and bringing the position to 3,954 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #212.

Facet Wealth Inc first reported a position in SPMO in Q4 2025 and has held it in 4 quarters since. 451 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Facet Wealth Inc held 3,954 shares of Invesco S&P 500 Momentum ETF worth $599K as of Q3 2026.
  • Facet Wealth Inc bought 494 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $73.5K.
  • Invesco S&P 500 Momentum ETF made up 0.01% of Facet Wealth Inc's portfolio in Q3 2026, its #212 holding.
  • Facet Wealth Inc first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 4 quarters since.
  • 451 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.