Goldstein Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Goldstein Advisors’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	$22.9M	Sell	141,576 -61,082	-30%	-$8.61M	2.09%	12
2026 Q1	$22.7M	Buy	202,658 +8,110	+4%	+$958K	2.52%	11
2025 Q4	$23.2M	Buy	194,548 +93,342	+92%	+$11.2M	2.64%	11
2025 Q3	$12.3M	Sell	101,206 -5,175	-5%	-$603K	1.49%	17
2025 Q2	$12M	Sell	106,381 -1,792	-2%	-$179K	1.61%	16
2025 Q1	$10M	Buy	108,173 +777	+0.7%	+$76K	1.46%	16
2024 Q4	$10.2M	Buy	+107,396	New	+$10.2M	1.48%	16

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

Goldstein Advisors's SPMO Position: Q2 2026 in Review

Goldstein Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 30% in Q2 2026, selling an estimated $8.61M and leaving 141,576 shares worth $22.9M. The position accounts for 2.09% of the portfolio, ranked #12.

Goldstein Advisors first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.2M in Q4 2025. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Goldstein Advisors held 141,576 shares of Invesco S&P 500 Momentum ETF worth $22.9M as of Q2 2026.
Goldstein Advisors sold 61,082 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $8.61M.
Invesco S&P 500 Momentum ETF made up 2.09% of Goldstein Advisors's portfolio in Q2 2026, its #12 holding.
Goldstein Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Goldstein Advisors's Invesco S&P 500 Momentum ETF position peaked at $23.2M in Q4 2025.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.