Independent Advisor Alliance’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Independent Advisor Alliance’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 Q1	$35.6M	Buy	317,656 +315,089	+12,275%	+$37.2M	0.38%	55
2025 Q4	$306K	Buy	2,567 +827	+48%	+$99.1K	0.01%	787
2025 Q3	$211K	Buy	+1,740	New	+$203K	0.01%	874
2025 Q1	–	Sell	-115,222	Closed	-$10.9M	–	1296
2024 Q4	$10.9M	Buy	+115,222	New	+$10.9M	0.15%	156

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independent Advisor Alliance's SPMO Position: Q1 2026 in Review

Independent Advisor Alliance increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 12,275% in Q1 2026, buying an estimated $37.2M and bringing the position to 317,656 shares worth $35.6M. The position accounts for 0.38% of the portfolio, ranked #55.

Independent Advisor Alliance first reported a position in SPMO in Q4 2024 and has held it in 4 quarters since. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Independent Advisor Alliance held 317,656 shares of Invesco S&P 500 Momentum ETF worth $35.6M as of Q1 2026.
Independent Advisor Alliance bought 315,089 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $37.2M.
Invesco S&P 500 Momentum ETF made up 0.38% of Independent Advisor Alliance's portfolio in Q1 2026, its #55 holding.
Independent Advisor Alliance first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 4 quarters since.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.