Fortitude Advisory Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Fortitude Advisory Group’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	$635K	Buy	3,929 +25	+0.6%	+$3.52K	0.24%	90
2026 Q1	$438K	Buy	3,904 +1,218	+45%	+$144K	0.2%	112
2025 Q4	$320K	Buy	2,686 +732	+37%	+$87.7K	0.14%	131
2025 Q3	$237K	Buy	1,954 +109	+6%	+$12.7K	0.13%	167
2025 Q2	$208K	Buy	+1,845	New	+$184K	0.12%	190

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

Fortitude Advisory Group's SPMO Position: Q2 2026 in Review

Fortitude Advisory Group increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.64% in Q2 2026, buying an estimated $3.52K and bringing the position to 3,929 shares worth $635K. The position accounts for 0.24% of the portfolio, ranked #90.

Fortitude Advisory Group first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Fortitude Advisory Group held 3,929 shares of Invesco S&P 500 Momentum ETF worth $635K as of Q2 2026.
Fortitude Advisory Group bought 25 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $3.52K.
Invesco S&P 500 Momentum ETF made up 0.24% of Fortitude Advisory Group's portfolio in Q2 2026, its #90 holding.
Fortitude Advisory Group first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.