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Green Ridge Wealth Planning’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Green Ridge Wealth Planning’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
Q3 		$18M Buy
118,636
+8,610
+8% +$1.28M 7.22% 3
2026
Q2 		$17.8M Buy
110,026
+5,157
+5% +$727K 7.48% 3
2026
Q1 		$11.8M Sell
104,869
-8,941
-8% -$1.06M 6.19% 4
2025
Q4 		$13.6M Buy
+113,810
New +$13.6M 6.94% 3

Other funds holding SPMO

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Green Ridge Wealth Planning's SPMO Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 7.8% in Q3 2026, buying an estimated $1.28M and bringing the position to 118,636 shares worth $18M. The position accounts for 7.22% of the portfolio, ranked #3.

Green Ridge Wealth Planning first reported a position in SPMO in Q4 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Green Ridge Wealth Planning held 118,636 shares of Invesco S&P 500 Momentum ETF worth $18M as of Q3 2026.
  • Green Ridge Wealth Planning bought 8,610 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $1.28M.
  • Invesco S&P 500 Momentum ETF made up 7.22% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #3 holding.
  • Green Ridge Wealth Planning first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.