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

Gen-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	$4.07M	Sell	25,176 -5,751	-19%	-$811K	1.13%	13
2026 Q1	$3.47M	Buy	30,927 +1,664	+6%	+$197K	1.09%	17
2025 Q4	$3.49M	Buy	29,263 +12,164	+71%	+$1.46M	1.12%	15
2025 Q3	$2.07M	Buy	17,099 +802	+5%	+$93.4K	0.7%	29
2025 Q2	$1.83M	Buy	16,297 +169	+1%	+$16.9K	0.71%	30
2025 Q1	$1.49M	Buy	16,128 +384	+2%	+$37.6K	0.62%	37
2024 Q4	$1.5M	Buy	+15,744	New	+$1.49M	0.64%	33

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

Gen-Wealth Partners's SPMO Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 19% in Q2 2026, selling an estimated $811K and leaving 25,176 shares worth $4.07M. The position accounts for 1.13% of the portfolio, ranked #13.

Gen-Wealth Partners first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Gen-Wealth Partners held 25,176 shares of Invesco S&P 500 Momentum ETF worth $4.07M as of Q2 2026.
Gen-Wealth Partners sold 5,751 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $811K.
Invesco S&P 500 Momentum ETF made up 1.13% of Gen-Wealth Partners's portfolio in Q2 2026, its #13 holding.
Gen-Wealth Partners first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.