Great Valley Advisor Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Great Valley Advisor 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	$8.88M	Buy	54,969 +1,421	+3%	+$200K	0.14%	157
2026 Q1	$6M	Buy	53,548 +3,859	+8%	+$456K	0.11%	171
2025 Q4	$5.93M	Buy	49,689 +1,436	+3%	+$172K	0.11%	166
2025 Q3	$5.84M	Buy	48,253 +6,025	+14%	+$702K	0.12%	164
2025 Q2	$4.75M	Buy	42,228 +1,561	+4%	+$156K	0.11%	179
2025 Q1	$3.76M	Buy	40,667 +3,435	+9%	+$336K	0.08%	217
2024 Q4	$3.54M	Buy	37,232 +384	+1%	+$36.4K	0.08%	231
2024 Q3	$3.34M	Buy	36,848 +31,556	+596%	+$2.76M	0.08%	241
2024 Q2	$462K	Buy	+5,292	New	+$430K	0.01%	547
2023 Q4	–	Sell	-21,036	Closed	-$1.2M	–	756
2023 Q3	$1.2M	Buy	21,036 +15,333	+269%	+$881K	0.05%	288
2023 Q2	$319K	Buy	+5,703	New	+$315K	0.01%	545

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

Great Valley Advisor Group's SPMO Position: Q2 2026 in Review

Great Valley Advisor Group increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 2.7% in Q2 2026, buying an estimated $200K and bringing the position to 54,969 shares worth $8.88M. The position accounts for 0.14% of the portfolio, ranked #157.

Great Valley Advisor Group first reported a position in SPMO in Q2 2023 and has held it in 11 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Great Valley Advisor Group held 54,969 shares of Invesco S&P 500 Momentum ETF worth $8.88M as of Q2 2026.
Great Valley Advisor Group bought 1,421 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $200K.
Invesco S&P 500 Momentum ETF made up 0.14% of Great Valley Advisor Group's portfolio in Q2 2026, its #157 holding.
Great Valley Advisor Group first reported a position in Invesco S&P 500 Momentum ETF in Q2 2023 and has held it in 11 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.