Fortis Group Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Fortis Group 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	$15.8M	Buy	97,895 +1,616	+2%	+$228K	2.53%	5
2026 Q1	$12.9M	Sell	96,279 -38,376	-28%	-$4.54M	2.13%	7
2025 Q4	$16.1M	Sell	134,655 -95,855	-42%	-$11.5M	2.71%	4
2025 Q3	$28.1M	Buy	230,510 +11,511	+5%	+$1.34M	4.83%	3
2025 Q2	$25.3M	Buy	218,999 +53,564	+32%	+$5.35M	4.6%	3
2025 Q1	$15.3M	Sell	165,435 -123,553	-43%	-$12.1M	2.97%	2
2024 Q4	$27.5M	Buy	288,988 +139,785	+94%	+$13.2M	5.11%	2
2024 Q3	$13.5M	Sell	149,203 -69,069	-32%	-$6.04M	2.5%	7
2024 Q2	$19.1M	Buy	218,272 +999	+0.5%	+$81.1K	3.79%	2
2024 Q1	$17.4M	Buy	+217,273	New	+$16M	3.21%	3

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

Fortis Group Advisors's SPMO Position: Q2 2026 in Review

Fortis Group Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.7% in Q2 2026, buying an estimated $228K and bringing the position to 97,895 shares worth $15.8M. The position accounts for 2.53% of the portfolio, ranked #5.

Fortis Group Advisors first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $28.1M in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Fortis Group Advisors held 97,895 shares of Invesco S&P 500 Momentum ETF worth $15.8M as of Q2 2026.
Fortis Group Advisors bought 1,616 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $228K.
Invesco S&P 500 Momentum ETF made up 2.53% of Fortis Group Advisors's portfolio in Q2 2026, its #5 holding.
Fortis Group Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
Fortis Group Advisors's Invesco S&P 500 Momentum ETF position peaked at $28.1M in Q3 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.