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 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 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

GWN Securities's SPMO Position: Q2 2026 in Review

GWN Securities opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 3,226 shares worth $521K. The stake represents 0.09% of the portfolio and ranks #280 among its holdings. This is a return to the name: GWN Securities previously reported a position in SPMO as recently as Q3 2025.

GWN Securities first reported a position in SPMO in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.37M in Q4 2024. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

GWN Securities held 3,226 shares of Invesco S&P 500 Momentum ETF worth $521K as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new GWN Securities position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.09% of GWN Securities's portfolio in Q2 2026, its #280 holding.
GWN Securities first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 5 quarters since.
GWN Securities's Invesco S&P 500 Momentum ETF position peaked at $5.37M in Q4 2024.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.