Focus Partners Wealth
SPMO icon

Focus Partners Wealth’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Focus Partners Wealth’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 		$1.5M Sell
9,284
-10,510
-53% -$1.48M ﹤0.01% 1467
2026
Q1 		$2.22M Buy
19,794
+10,919
+123% +$1.29M ﹤0.01% 1280
2025
Q4 		$1.06M Buy
+8,875
New +$1.06M ﹤0.01% 1615

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 22.9% 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

Focus Partners Wealth's SPMO Position: Q2 2026 in Review

Focus Partners Wealth reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 53% in Q2 2026, selling an estimated $1.48M and leaving 9,284 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Focus Partners Wealth first reported a position in SPMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.22M in Q1 2026. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Focus Partners Wealth held 9,284 shares of Invesco S&P 500 Momentum ETF worth $1.5M as of Q2 2026.
  • Focus Partners Wealth sold 10,510 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.48M.
  • Invesco S&P 500 Momentum ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1467 holding.
  • Focus Partners Wealth first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Invesco S&P 500 Momentum ETF position peaked at $2.22M in Q1 2026.
  • 766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.