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Foundations Investment Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Foundations Investment 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 		$1.2M Buy
7,430
+308
+4% +$43.4K 0.01% 527
2026
Q1 		$798K Sell
7,122
-13,889
-66% -$1.64M 0.01% 584
2025
Q4 		$2.51M Sell
21,011
-16,332
-44% -$1.96M 0.03% 316
2025
Q3 		$4.52M Buy
37,343
+35,125
+1,584% +$4.09M 0.07% 224
2025
Q2 		$249K Sell
2,218
-1,442
-39% -$144K ﹤0.01% 808
2025
Q1 		$339K Buy
+3,660
New +$358K 0.01% 678

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

Foundations Investment Advisors's SPMO Position: Q2 2026 in Review

Foundations Investment Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 4.3% in Q2 2026, buying an estimated $43.4K and bringing the position to 7,430 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #527.

Foundations Investment Advisors first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.52M in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Foundations Investment Advisors held 7,430 shares of Invesco S&P 500 Momentum ETF worth $1.2M as of Q2 2026.
  • Foundations Investment Advisors bought 308 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $43.4K.
  • Invesco S&P 500 Momentum ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #527 holding.
  • Foundations Investment Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
  • Foundations Investment Advisors's Invesco S&P 500 Momentum ETF position peaked at $4.52M in Q3 2025.
  • 764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.