First Heartland Consultants’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

First Heartland Consultants’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	$5.81M	Buy	35,945 +1,960	+6%	+$276K	0.38%	71
2026 Q1	$3.81M	Sell	33,985 -32,750	-49%	-$3.87M	0.29%	80
2025 Q4	$7.96M	Buy	66,735 +3,594	+6%	+$431K	0.6%	42
2025 Q3	$7.64M	Buy	63,141 +33,988	+117%	+$3.96M	0.62%	42
2025 Q2	$3.28M	Buy	29,153 +20,357	+231%	+$2.03M	0.29%	80
2025 Q1	$814K	Buy	8,796 +1,068	+14%	+$105K	0.08%	172
2024 Q4	$734K	Sell	7,728 -195	-2%	-$18.5K	0.08%	183
2024 Q3	$718K	Buy	7,923 +1,358	+21%	+$119K	0.08%	181
2024 Q2	$574K	Buy	+6,565	New	+$533K	0.04%	238

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

First Heartland Consultants's SPMO Position: Q2 2026 in Review

First Heartland Consultants increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 5.8% in Q2 2026, buying an estimated $276K and bringing the position to 35,945 shares worth $5.81M. The position accounts for 0.38% of the portfolio, ranked #71.

First Heartland Consultants first reported a position in SPMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.96M in Q4 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

First Heartland Consultants held 35,945 shares of Invesco S&P 500 Momentum ETF worth $5.81M as of Q2 2026.
First Heartland Consultants bought 1,960 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $276K.
Invesco S&P 500 Momentum ETF made up 0.38% of First Heartland Consultants's portfolio in Q2 2026, its #71 holding.
First Heartland Consultants first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 9 quarters since.
First Heartland Consultants's Invesco S&P 500 Momentum ETF position peaked at $7.96M in Q4 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.