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

Golden State 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	$1.52M	Sell	9,385 -6,175	-40%	-$870K	0.14%	150
2026 Q1	$1.74M	Sell	15,560 -21,367	-58%	-$2.53M	0.19%	109
2025 Q4	$4.41M	Sell	36,927 -1,838	-5%	-$220K	0.47%	41
2025 Q3	$4.69M	Buy	38,765 +6,929	+22%	+$807K	0.52%	36
2025 Q2	$3.58M	Buy	31,836 +31,786	+63,572%	+$3.17M	0.44%	43
2025 Q1	$4.63K	Hold	50	–	–	﹤0.01%	1183
2024 Q4	$4.75K	Buy	+50	New	+$4.74K	﹤0.01%	1130

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

Golden State Wealth Management's SPMO Position: Q2 2026 in Review

Golden State Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 40% in Q2 2026, selling an estimated $870K and leaving 9,385 shares worth $1.52M. The position accounts for 0.14% of the portfolio, ranked #150.

Golden State Wealth Management first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.69M in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Golden State Wealth Management held 9,385 shares of Invesco S&P 500 Momentum ETF worth $1.52M as of Q2 2026.
Golden State Wealth Management sold 6,175 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $870K.
Invesco S&P 500 Momentum ETF made up 0.14% of Golden State Wealth Management's portfolio in Q2 2026, its #150 holding.
Golden State Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $4.69M in Q3 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.