GK Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

GK Wealth Management’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	$527K	Buy	+3,264	New	+$460K	0.28%	91
2026 Q1	–	Sell	-2,889	Closed	-$345K	–	181
2025 Q4	$345K	Buy	2,889 +392	+16%	+$47K	0.23%	109
2025 Q3	$302K	Buy	2,497 +99	+4%	+$11.5K	0.22%	108
2025 Q2	$270K	Buy	2,398 +79	+3%	+$7.89K	0.24%	105
2025 Q1	$215K	Buy	+2,319	New	+$227K	0.24%	124

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

GK Wealth Management's SPMO Position: Q2 2026 in Review

GK Wealth Management opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 3,264 shares worth $527K. The stake represents 0.28% of the portfolio and ranks #91 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in SPMO as recently as Q4 2025.

GK Wealth Management first reported a position in SPMO in Q1 2025 and has held it in 5 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

GK Wealth Management held 3,264 shares of Invesco S&P 500 Momentum ETF worth $527K as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new GK Wealth Management position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.28% of GK Wealth Management's portfolio in Q2 2026, its #91 holding.
GK Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 5 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.