IFP Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

IFP 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	$1.51M	Buy	9,352 +512	+6%	+$72.2K	0.03%	583
2026 Q1	$991K	Sell	8,840 -1,391	-14%	-$164K	0.02%	695
2025 Q4	$1.22M	Sell	10,231 -602	-6%	-$72.1K	0.03%	576
2025 Q3	$1.31M	Buy	10,833 +5,361	+98%	+$624K	0.03%	507
2025 Q2	$615K	Buy	5,472 +4,992	+1,040%	+$498K	0.02%	751
2025 Q1	$44.4K	Sell	480 -1,736	-78%	-$170K	﹤0.01%	1945
2024 Q4	$211K	Buy	+2,216	New	+$210K	0.01%	1108
2023 Q1	–	Sell	-2,069	Closed	-$77K	–	4303
2022 Q4	$77K	Sell	2,069 -1,016	-33%	-$57.1K	﹤0.01%	1932
2022 Q3	$118K	Buy	3,085 +45	+1%	+$2.44K	﹤0.01%	1746
2022 Q2	$117K	Hold	3,040	–	–	﹤0.01%	1591
2022 Q1	$117K	Buy	+3,040	New	+$184K	﹤0.01%	1591
2021 Q2	–	Sell	-15,115	Closed	-$843K	–	3222
2021 Q1	$801K	Buy	15,115 +3,397	+29%	+$180K	0.02%	395
2020 Q4	$620K	Sell	11,718 -490	-4%	-$25.1K	0.03%	445
2020 Q3	$611K	Sell	12,208 -9,972	-45%	-$476K	0.04%	389
2020 Q2	$948K	Buy	22,180 +6,658	+43%	+$273K	0.08%	277
2020 Q1	$566K	Buy	15,522 +14,723	+1,843%	+$604K	0.06%	326
2019 Q4	$34K	Sell	799 -10,771	-93%	-$439K	﹤0.01%	1413
2019 Q3	$465K	Buy	+11,570	New	+$471K	0.03%	513
2019 Q1	–	Sell	-1,468	Closed	-$49K	–	3295
2018 Q4	$49K	Buy	1,468 +1,432	+3,978%	+$52.2K	﹤0.01%	1630
2018 Q3	$1K	Hold	36	–	–	﹤0.01%	3719
2018 Q2	$1K	Buy	+36	New	+$1.32K	﹤0.01%	3769

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

IFP Advisors's SPMO Position: Q2 2026 in Review

IFP Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 5.8% in Q2 2026, buying an estimated $72.2K and bringing the position to 9,352 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #583.

IFP Advisors first reported a position in SPMO in Q2 2018 and has held it in 21 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

IFP Advisors held 9,352 shares of Invesco S&P 500 Momentum ETF worth $1.51M as of Q2 2026.
IFP Advisors bought 512 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $72.2K.
Invesco S&P 500 Momentum ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #583 holding.
IFP Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2018 and has held it in 21 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.