Henrickson Nauta Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Henrickson Nauta Wealth Advisors’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	$1.08M	Buy	6,659 +845	+15%	+$119K	0.26%	35
2026 Q1	$653K	Buy	5,814 +364	+7%	+$43K	0.18%	45
2025 Q4	$659K	Buy	5,450 +875	+19%	+$105K	0.1%	58
2025 Q3	$553K	Buy	+4,575	New	+$533K	0.18%	46

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

Henrickson Nauta Wealth Advisors's SPMO Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 15% in Q2 2026, buying an estimated $119K and bringing the position to 6,659 shares worth $1.08M. The position accounts for 0.26% of the portfolio, ranked #35.

Henrickson Nauta Wealth Advisors first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Henrickson Nauta Wealth Advisors held 6,659 shares of Invesco S&P 500 Momentum ETF worth $1.08M as of Q2 2026.
Henrickson Nauta Wealth Advisors bought 845 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $119K.
Invesco S&P 500 Momentum ETF made up 0.26% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Henrickson Nauta Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.