Highland Investment Advisors LLC’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Highland Investment Advisors LLC’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	$4.2K	Buy	+26	New	+$3.67K	﹤0.01%	434

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PWP

Perfromance Wealth Partners Hinsdale, Illinois $4.03B AUM 33.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Highland Investment Advisors LLC's SPMO Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 26 shares worth $4.2K. The stake represents ﹤0.01% of the portfolio and ranks #434 among its holdings.

661 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Highland Investment Advisors LLC held 26 shares of Invesco S&P 500 Momentum ETF worth $4.2K as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Highland Investment Advisors LLC position in Q2 2026.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #434 holding.
661 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.