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Gilbert Capital Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Gilbert Capital 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 		$6.03M Buy
+37,303
New +$5.26M 4.22% 5

Other funds holding SPMO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Gilbert Capital Group's SPMO Position: Q2 2026 in Review

Gilbert Capital Group opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 37,303 shares worth $6.03M. The stake represents 4.22% of the portfolio and ranks #5 among its holdings.

130 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Gilbert Capital Group held 37,303 shares of Invesco S&P 500 Momentum ETF worth $6.03M as of Q2 2026.
  • Invesco S&P 500 Momentum ETF was a new Gilbert Capital Group position in Q2 2026.
  • Invesco S&P 500 Momentum ETF made up 4.22% of Gilbert Capital Group's portfolio in Q2 2026, its #5 holding.
  • 130 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.