Financial Partners Group (Kansas)’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Financial Partners Group (Kansas)’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	$13.7M	Buy	84,937 +7,462	+10%	+$1.05M	1.39%	23
2026 Q1	$8.69M	Buy	77,475 +2,722	+4%	+$322K	1.04%	27
2025 Q4	$8.96M	Buy	74,753 +4,676	+7%	+$560K	1.04%	28
2025 Q3	$8.48M	Buy	70,077 +5,568	+9%	+$649K	1.06%	25
2025 Q2	$7.26M	Buy	64,509 +6,582	+11%	+$657K	1%	25
2025 Q1	$5.36M	Buy	57,927 +50,497	+680%	+$4.94M	0.83%	31
2024 Q4	$706K	Buy	7,430 +1,442	+24%	+$137K	0.1%	85
2024 Q3	$543K	Sell	5,988 -585	-9%	-$51.2K	0.08%	100
2024 Q2	$575K	Buy	6,573 +279	+4%	+$22.7K	0.09%	94
2024 Q1	$505K	Buy	+6,294	New	+$464K	0.08%	103

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 Partners Group (Kansas)'s SPMO Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 9.6% in Q2 2026, buying an estimated $1.05M and bringing the position to 84,937 shares worth $13.7M. The position accounts for 1.39% of the portfolio, ranked #23.

Financial Partners Group (Kansas) first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Financial Partners Group (Kansas) held 84,937 shares of Invesco S&P 500 Momentum ETF worth $13.7M as of Q2 2026.
Financial Partners Group (Kansas) bought 7,462 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.05M.
Invesco S&P 500 Momentum ETF made up 1.39% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #23 holding.
Financial Partners Group (Kansas) first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.