Financial Enhancement Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Financial Enhancement Group’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	$20.1M	Sell	124,217 -14,597	-11%	-$2.06M	2.39%	10
2026 Q1	$17.8M	Buy	138,814 +9,775	+8%	+$1.16M	2.21%	11
2025 Q4	$15.2M	Buy	129,039 +8,369	+7%	+$1M	1.98%	15
2025 Q3	$14.7M	Sell	120,670 -935	-0.8%	-$109K	1.97%	14
2025 Q2	$13.6M	Sell	121,605 -2,971	-2%	-$297K	1.95%	13
2025 Q1	$11M	Buy	+124,576	New	+$12.2M	1.72%	21

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Enhancement Group's SPMO Position: Q2 2026 in Review

Financial Enhancement Group reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 11% in Q2 2026, selling an estimated $2.06M and leaving 124,217 shares worth $20.1M. The position accounts for 2.39% of the portfolio, ranked #10.

Financial Enhancement Group first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Financial Enhancement Group held 124,217 shares of Invesco S&P 500 Momentum ETF worth $20.1M as of Q2 2026.
Financial Enhancement Group sold 14,597 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $2.06M.
Invesco S&P 500 Momentum ETF made up 2.39% of Financial Enhancement Group's portfolio in Q2 2026, its #10 holding.
Financial Enhancement Group first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.