Flagship Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Flagship Wealth 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	$1.18M	Buy	+7,325	New	+$1.03M	0.26%	55
2026 Q1	–	Sell	-7,325	Closed	-$874K	–	398
2025 Q4	$874K	Hold	7,325	–	–	0.25%	55
2025 Q3	$887K	Buy	+7,325	New	+$853K	0.29%	52

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

Flagship Wealth Advisors's SPMO Position: Q2 2026 in Review

Flagship Wealth Advisors opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 7,325 shares worth $1.18M. The stake represents 0.26% of the portfolio and ranks #55 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in SPMO as recently as Q4 2025.

Flagship Wealth Advisors first reported a position in SPMO in Q3 2025 and has held it in 3 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Flagship Wealth Advisors held 7,325 shares of Invesco S&P 500 Momentum ETF worth $1.18M as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Flagship Wealth Advisors position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.26% of Flagship Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Flagship Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 3 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.