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FLP Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

FLP Wealth Management’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 		$259K Buy
+1,604
New +$226K 0.46% 54
2025
Q1 		– Sell
-509
Closed -$48.4K – 390
2024
Q4 		$48.4K Buy
+509
New +$48.2K 0.12% 108

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FLP Wealth Management's SPMO Position: Q2 2026 in Review

FLP Wealth Management opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 1,604 shares worth $259K. The stake represents 0.46% of the portfolio and ranks #54 among its holdings. This is a return to the name: FLP Wealth Management previously reported a position in SPMO as recently as Q4 2024.

FLP Wealth Management first reported a position in SPMO in Q4 2024 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • FLP Wealth Management held 1,604 shares of Invesco S&P 500 Momentum ETF worth $259K as of Q2 2026.
  • Invesco S&P 500 Momentum ETF was a new FLP Wealth Management position in Q2 2026.
  • Invesco S&P 500 Momentum ETF made up 0.46% of FLP Wealth Management's portfolio in Q2 2026, its #54 holding.
  • FLP Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 2 quarters since.
  • 765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on FLP Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.