FFG Retirement Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

FFG Retirement 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	$3.74M	Buy	23,126 +314	+1%	+$44.3K	1.98%	24
2026 Q1	$2.56M	Buy	22,812 +9,184	+67%	+$1.09M	1.49%	31
2025 Q4	$1.63M	Sell	13,628 -52	-0.4%	-$6.23K	1.01%	38
2025 Q3	$1.66M	Sell	13,680 -236	-2%	-$27.5K	1.03%	37
2025 Q2	$1.57M	Buy	13,916 +570	+4%	+$56.9K	0.98%	37
2025 Q1	$1.23M	Buy	+13,346	New	+$1.31M	0.84%	35

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

FFG Retirement Advisors's SPMO Position: Q2 2026 in Review

FFG Retirement Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.4% in Q2 2026, buying an estimated $44.3K and bringing the position to 23,126 shares worth $3.74M. The position accounts for 1.98% of the portfolio, ranked #24.

FFG Retirement Advisors first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. 130 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

FFG Retirement Advisors held 23,126 shares of Invesco S&P 500 Momentum ETF worth $3.74M as of Q2 2026.
FFG Retirement Advisors bought 314 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $44.3K.
Invesco S&P 500 Momentum ETF made up 1.98% of FFG Retirement Advisors's portfolio in Q2 2026, its #24 holding.
FFG Retirement Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
130 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on FFG Retirement Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.