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Farther Finance Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Farther Finance 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
Q3 		$11.7M Buy
77,066
+36,920
+92% +$5.49M 0.08% 206
2026
Q2 		$6.49M Sell
40,146
-6,122
-13% -$863K 0.05% 327
2026
Q1 		$5.3M Sell
46,268
-12,393
-21% -$1.46M 0.05% 332
2025
Q4 		$7M Buy
58,661
+25,039
+74% +$3M 0.08% 238
2025
Q3 		$4.07M Buy
33,622
+29,000
+627% +$3.38M 0.06% 262
2025
Q2 		$520K Sell
4,622
-1,846
-29% -$184K 0.01% 888
2025
Q1 		$603K Buy
6,468
+5,995
+1,267% +$587K 0.02% 702
2024
Q4 		$44.9K Sell
473
-20
-4% -$1.9K ﹤0.01% 1715
2024
Q3 		$44.7K Buy
493
+10
+2% +$875 ﹤0.01% 1711
2024
Q2 		$42.5K Buy
+483
New +$39.2K ﹤0.01% 1490

Other funds holding SPMO

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's SPMO Position: Q3 2026 in Review

Farther Finance Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 92% in Q3 2026, buying an estimated $5.49M and bringing the position to 77,066 shares worth $11.7M. The position accounts for 0.08% of the portfolio, ranked #206.

Farther Finance Advisors first reported a position in SPMO in Q2 2024 and has held it in 10 quarters since. 29 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Farther Finance Advisors held 77,066 shares of Invesco S&P 500 Momentum ETF worth $11.7M as of Q3 2026.
  • Farther Finance Advisors bought 36,920 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $5.49M.
  • Invesco S&P 500 Momentum ETF made up 0.08% of Farther Finance Advisors's portfolio in Q3 2026, its #206 holding.
  • Farther Finance Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 10 quarters since.
  • 29 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.