Goldstone Financial Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Goldstone Financial 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 Q1	$284K	Hold	2,537	–	–	0.03%	198
2025 Q4	$303K	Sell	2,537 -5,522	-69%	-$662K	0.03%	189
2025 Q3	$976K	Sell	8,059 -823	-9%	-$95.9K	0.12%	110
2025 Q2	$999K	Buy	8,882 +6,306	+245%	+$630K	0.13%	100
2025 Q1	$238K	Sell	2,576 -259	-9%	-$25.3K	0.04%	183
2024 Q4	$269K	Sell	2,835 -1,090	-28%	-$103K	0.04%	173
2024 Q3	$356K	Sell	3,925 -5,595	-59%	-$490K	0.06%	145
2024 Q2	$833K	Buy	9,520 +252	+3%	+$20.5K	0.17%	91
2024 Q1	$743K	Buy	+9,268	New	+$683K	0.17%	86

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldstone Financial Group's SPMO Position: Q1 2026 in Review

Goldstone Financial Group held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q1 2026 at 2,537 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #198.

Goldstone Financial Group first reported a position in SPMO in Q1 2024 and has held it in 9 quarters since. The position peaked at $999K in Q2 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Goldstone Financial Group held 2,537 shares of Invesco S&P 500 Momentum ETF worth $284K as of Q1 2026.
Goldstone Financial Group left its Invesco S&P 500 Momentum ETF share count unchanged in Q1 2026.
Invesco S&P 500 Momentum ETF made up 0.03% of Goldstone Financial Group's portfolio in Q1 2026, its #198 holding.
Goldstone Financial Group first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 9 quarters since.
Goldstone Financial Group's Invesco S&P 500 Momentum ETF position peaked at $999K in Q2 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.