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

IHT 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	$12.1M	Buy	74,923 +1,066	+1%	+$150K	0.26%	76
2026 Q1	$8.28M	Buy	73,857 +377	+0.5%	+$44.6K	0.19%	104
2025 Q4	$8.77M	Buy	73,480 +22,553	+44%	+$2.7M	0.21%	98
2025 Q3	$6.17M	Sell	50,927 -70,244	-58%	-$8.18M	0.16%	134
2025 Q2	$13.6M	Buy	121,171 +2,076	+2%	+$207K	0.37%	60
2025 Q1	$11M	Sell	119,095 -7,783	-6%	-$762K	0.34%	68
2024 Q4	$12.1M	Buy	+126,878	New	+$12M	0.39%	56

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

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

IHT Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.4% in Q2 2026, buying an estimated $150K and bringing the position to 74,923 shares worth $12.1M. The position accounts for 0.26% of the portfolio, ranked #76.

IHT Wealth Management first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.6M in Q2 2025. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

IHT Wealth Management held 74,923 shares of Invesco S&P 500 Momentum ETF worth $12.1M as of Q2 2026.
IHT Wealth Management bought 1,066 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $150K.
Invesco S&P 500 Momentum ETF made up 0.26% of IHT Wealth Management's portfolio in Q2 2026, its #76 holding.
IHT Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
IHT Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $13.6M in Q2 2025.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.