Iams Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Iams Wealth Management’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	$3.61M	Buy	22,327 +2,942	+15%	+$415K	1.09%	24
2026 Q1	$2.17M	Buy	19,385 +4,941	+34%	+$584K	0.76%	44
2025 Q4	$1.72M	Buy	14,444 +8,458	+141%	+$1.01M	0.62%	53
2025 Q3	$725K	Sell	5,986 -1,942	-24%	-$226K	0.29%	93
2025 Q2	$892K	Buy	+7,928	New	+$791K	0.41%	73
2024 Q3	–	Sell	-3,815	Closed	-$334K	–	156
2024 Q2	$334K	Buy	+3,815	New	+$310K	0.18%	111

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

Iams Wealth Management's SPMO Position: Q2 2026 in Review

Iams Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 15% in Q2 2026, buying an estimated $415K and bringing the position to 22,327 shares worth $3.61M. The position accounts for 1.09% of the portfolio, ranked #24.

Iams Wealth Management first reported a position in SPMO in Q2 2024 and has held it in 6 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Iams Wealth Management held 22,327 shares of Invesco S&P 500 Momentum ETF worth $3.61M as of Q2 2026.
Iams Wealth Management bought 2,942 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $415K.
Invesco S&P 500 Momentum ETF made up 1.09% of Iams Wealth Management's portfolio in Q2 2026, its #24 holding.
Iams Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 6 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.