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

Gateway Wealth Partners’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 		$488K Sell
3,021
-1,989
-40% -$280K 0.03% 473
2026
Q1 		$562K Buy
+5,010
New +$592K 0.02% 539
2025
Q4 		– Sell
-3,527
Closed -$427K – 478
2025
Q3 		$427K Buy
+3,527
New +$411K 0.06% 267

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

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

Gateway Wealth Partners reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 40% in Q2 2026, selling an estimated $280K and leaving 3,021 shares worth $488K. The position accounts for 0.03% of the portfolio, ranked #473.

Gateway Wealth Partners first reported a position in SPMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $562K in Q1 2026. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Gateway Wealth Partners held 3,021 shares of Invesco S&P 500 Momentum ETF worth $488K as of Q2 2026.
  • Gateway Wealth Partners sold 1,989 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $280K.
  • Invesco S&P 500 Momentum ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #473 holding.
  • Gateway Wealth Partners first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • Gateway Wealth Partners's Invesco S&P 500 Momentum ETF position peaked at $562K in Q1 2026.
  • 765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.