Focus Financial Network’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Focus Financial Network’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	$4.8M	Sell	29,699 -9,637	-24%	-$1.36M	0.15%	114
2026 Q1	$4.41M	Buy	39,336 +8,689	+28%	+$1.03M	0.16%	114
2025 Q4	$3.66M	Buy	30,647 +694	+2%	+$83.2K	0.13%	134
2025 Q3	$3.63M	Buy	29,953 +567	+2%	+$66K	0.13%	131
2025 Q2	$3.31M	Buy	29,386 +1,645	+6%	+$164K	0.13%	136
2025 Q1	$2.57M	Buy	27,741 +1,917	+7%	+$188K	0.1%	150
2024 Q4	$2.45M	Buy	+25,824	New	+$2.45M	0.1%	155

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

Focus Financial Network's SPMO Position: Q2 2026 in Review

Focus Financial Network reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 24% in Q2 2026, selling an estimated $1.36M and leaving 29,699 shares worth $4.8M. The position accounts for 0.15% of the portfolio, ranked #114.

Focus Financial Network first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Focus Financial Network held 29,699 shares of Invesco S&P 500 Momentum ETF worth $4.8M as of Q2 2026.
Focus Financial Network sold 9,637 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.36M.
Invesco S&P 500 Momentum ETF made up 0.15% of Focus Financial Network's portfolio in Q2 2026, its #114 holding.
Focus Financial Network first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.