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 Q2	$600K	Sell	3,712 -313,944	-99%	-$44.3M	0.01%	605
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 $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

Independent Advisor Alliance's SPMO Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 99% in Q2 2026, selling an estimated $44.3M and leaving 3,712 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #605.

Independent Advisor Alliance first reported a position in SPMO in Q4 2024 and has held it in 5 quarters since. The position peaked at $35.6M in Q1 2026. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Independent Advisor Alliance held 3,712 shares of Invesco S&P 500 Momentum ETF worth $600K as of Q2 2026.
Independent Advisor Alliance sold 313,944 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $44.3M.
Invesco S&P 500 Momentum ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #605 holding.
Independent Advisor Alliance first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 5 quarters since.
Independent Advisor Alliance's Invesco S&P 500 Momentum ETF position peaked at $35.6M in Q1 2026.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.