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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Farther Finance Advisors's SPMO Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 13% in Q2 2026, selling an estimated $863K and leaving 40,146 shares worth $6.49M. The position accounts for 0.05% of the portfolio, ranked #327.

Farther Finance Advisors first reported a position in SPMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $7M in Q4 2025. 130 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Farther Finance Advisors held 40,146 shares of Invesco S&P 500 Momentum ETF worth $6.49M as of Q2 2026.
Farther Finance Advisors sold 6,122 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $863K.
Invesco S&P 500 Momentum ETF made up 0.05% of Farther Finance Advisors's portfolio in Q2 2026, its #327 holding.
Farther Finance Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 9 quarters since.
Farther Finance Advisors's Invesco S&P 500 Momentum ETF position peaked at $7M in Q4 2025.
130 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.