HP
SPMO icon

Holistic Planning’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Holistic 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
Q2 		$2.43M Buy
15,036
+7,793
+108% +$1.1M 0.38% 58
2026
Q1 		$812K Buy
7,243
+3,389
+88% +$401K 0.16% 120
2025
Q4 		$460K Buy
+3,854
New +$462K 0.1% 169

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Holistic Planning's SPMO Position: Q2 2026 in Review

Holistic Planning increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 108% in Q2 2026, buying an estimated $1.1M and bringing the position to 15,036 shares worth $2.43M. The position accounts for 0.38% of the portfolio, ranked #58.

Holistic Planning first reported a position in SPMO in Q4 2025 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Holistic Planning held 15,036 shares of Invesco S&P 500 Momentum ETF worth $2.43M as of Q2 2026.
  • Holistic Planning bought 7,793 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.1M.
  • Invesco S&P 500 Momentum ETF made up 0.38% of Holistic Planning's portfolio in Q2 2026, its #58 holding.
  • Holistic Planning first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.