GWN Securities
SPMO icon

GWN Securities’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

GWN Securities’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 		$496K Buy
3,270
+44
+1% +$6.55K 0.08% 322
2026
Q2 		$521K Buy
+3,226
New +$455K 0.09% 280
2025
Q4 		– Sell
-1,791
Closed -$218K – 467
2025
Q3 		$218K Sell
1,791
-424
-19% -$49.4K 0.05% 345
2025
Q2 		$250K Sell
2,215
-1,236
-36% -$123K 0.05% 332
2025
Q1 		$319K Sell
3,451
-49,526
-93% -$4.85M 0.02% 563
2024
Q4 		$5.37M Buy
+52,977
New +$5.02M 1.43% 11

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Perfromance Wealth Partners
Perfromance Wealth Partners Hinsdale, Illinois $4.28B AUM 24.33% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Storgate
Storgate Dallas, Texas $568M AUM 28.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GWN Securities's SPMO Position: Q3 2026 in Review

GWN Securities increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.4% in Q3 2026, buying an estimated $6.55K and bringing the position to 3,270 shares worth $496K. The position accounts for 0.08% of the portfolio, ranked #322.

GWN Securities first reported a position in SPMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.37M in Q4 2024. 604 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • GWN Securities held 3,270 shares of Invesco S&P 500 Momentum ETF worth $496K as of Q3 2026.
  • GWN Securities bought 44 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $6.55K.
  • Invesco S&P 500 Momentum ETF made up 0.08% of GWN Securities's portfolio in Q3 2026, its #322 holding.
  • GWN Securities first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 6 quarters since.
  • GWN Securities's Invesco S&P 500 Momentum ETF position peaked at $5.37M in Q4 2024.
  • 604 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on GWN Securities's 13F filing for Q3 2026, filed 12 Nov 2026.