IFG Advisory’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

IFG Advisory’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	$9.96M	Buy	+61,649	New	+$8.69M	0.35%	75
2026 Q1	–	Sell	-59,047	Closed	-$7.05M	–	797
2025 Q4	$7.05M	Sell	59,047 -649	-1%	-$77.8K	0.31%	90
2025 Q3	$7.23M	Sell	59,696 -38,374	-39%	-$4.47M	0.33%	85
2025 Q2	$11M	Buy	98,070 +1,176	+1%	+$117K	0.55%	36
2025 Q1	$8.97M	Buy	96,894 +33,056	+52%	+$3.23M	0.5%	45
2024 Q4	$6.07M	Buy	+63,838	New	+$6.05M	0.34%	75
2024 Q3	–	Sell	-34,354	Closed	-$3M	–	584
2024 Q2	$3M	Buy	+34,354	New	+$2.79M	0.19%	132

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

IFG Advisory's SPMO Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 61,649 shares worth $9.96M. The stake represents 0.35% of the portfolio and ranks #75 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SPMO as recently as Q4 2025.

IFG Advisory first reported a position in SPMO in Q2 2024 and has held it in 7 quarters since. The position peaked at $11M in Q2 2025. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

IFG Advisory held 61,649 shares of Invesco S&P 500 Momentum ETF worth $9.96M as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new IFG Advisory position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.35% of IFG Advisory's portfolio in Q2 2026, its #75 holding.
IFG Advisory first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 7 quarters since.
IFG Advisory's Invesco S&P 500 Momentum ETF position peaked at $11M in Q2 2025.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.