Fiduciary Planning’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Fiduciary Planning’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	$6.44M	Sell	42,518 -1,378	-3%	-$205K	1.66%	16
2026 Q2	$7.09M	Sell	43,896 -59	-0.1%	-$8.32K	1.85%	16
2026 Q1	$4.93M	Buy	43,955 +2,293	+6%	+$271K	1.49%	18
2025 Q4	$4.97M	Buy	41,662 +867	+2%	+$104K	1.51%	17
2025 Q3	$4.94M	Buy	40,795 +2,872	+8%	+$335K	1.51%	17
2025 Q2	$4.27M	Sell	37,923 -909	-2%	-$90.7K	1.41%	17
2025 Q1	$3.59M	Buy	38,832 +17,458	+82%	+$1.71M	1.18%	17
2024 Q4	$2.03M	Buy	+21,374	New	+$2.03M	0.66%	28

Other funds holding SPMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Perfromance Wealth Partners Hinsdale, Illinois $4.28B AUM 24.33% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Storgate Dallas, Texas $568M AUM 28.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Planning's SPMO Position: Q3 2026 in Review

Fiduciary Planning reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 3.1% in Q3 2026, selling an estimated $205K and leaving 42,518 shares worth $6.44M. The position accounts for 1.66% of the portfolio, ranked #16.

Fiduciary Planning first reported a position in SPMO in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.09M in Q2 2026. 604 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Fiduciary Planning held 42,518 shares of Invesco S&P 500 Momentum ETF worth $6.44M as of Q3 2026.
Fiduciary Planning sold 1,378 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $205K.
Invesco S&P 500 Momentum ETF made up 1.66% of Fiduciary Planning's portfolio in Q3 2026, its #16 holding.
Fiduciary Planning first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 8 quarters since.
Fiduciary Planning's Invesco S&P 500 Momentum ETF position peaked at $7.09M in Q2 2026.
604 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.