BFC Planning, Inc.’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

BFC Planning, Inc.’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	$1.42M	Buy	8,806 +4,597	+109%	+$648K	0.06%	313
2026 Q1	$472K	Buy	4,209 +598	+17%	+$70.7K	0.02%	586
2025 Q4	$431K	Sell	3,611 -4,103	-53%	-$492K	0.02%	593
2025 Q3	$934K	Sell	7,714 -5,985	-44%	-$697K	0.07%	249
2025 Q2	$1.54M	Buy	13,699 +3,391	+33%	+$339K	0.12%	158
2025 Q1	$954K	Buy	10,308 +5,049	+96%	+$494K	0.08%	209
2024 Q4	$500K	Buy	+5,259	New	+$498K	0.04%	340

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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 22.9% 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

BFC Planning, Inc.'s SPMO Position: Q2 2026 in Review

BFC Planning, Inc. increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 109% in Q2 2026, buying an estimated $648K and bringing the position to 8,806 shares worth $1.42M. The position accounts for 0.06% of the portfolio, ranked #313.

BFC Planning, Inc. first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q2 2025. 768 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

BFC Planning, Inc. held 8,806 shares of Invesco S&P 500 Momentum ETF worth $1.42M as of Q2 2026.
BFC Planning, Inc. bought 4,597 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $648K.
Invesco S&P 500 Momentum ETF made up 0.06% of BFC Planning, Inc.'s portfolio in Q2 2026, its #313 holding.
BFC Planning, Inc. first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Invesco S&P 500 Momentum ETF position peaked at $1.54M in Q2 2025.
768 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.