Independent Financial Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Independent Financial Group’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	$8.55M	Sell	52,900 -8,371	-14%	-$1.18M	0.16%	123
2026 Q1	$6.87M	Sell	61,271 -10,541	-15%	-$1.25M	0.15%	133
2025 Q4	$8.57M	Buy	71,812 +6,712	+10%	+$804K	0.19%	107
2025 Q3	$7.88M	Buy	65,100 +12,276	+23%	+$1.43M	0.19%	102
2025 Q2	$5.94M	Buy	52,824 +12,467	+31%	+$1.24M	0.16%	121
2025 Q1	$3.73M	Buy	40,357 +30,695	+318%	+$3M	0.13%	159
2024 Q4	$918K	Buy	9,662 +3,698	+62%	+$351K	0.03%	500
2024 Q3	$541K	Buy	+5,964	New	+$522K	0.02%	623

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 Financial Group's SPMO Position: Q2 2026 in Review

Independent Financial Group reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 14% in Q2 2026, selling an estimated $1.18M and leaving 52,900 shares worth $8.55M. The position accounts for 0.16% of the portfolio, ranked #123.

Independent Financial Group first reported a position in SPMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.57M in Q4 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Independent Financial Group held 52,900 shares of Invesco S&P 500 Momentum ETF worth $8.55M as of Q2 2026.
Independent Financial Group sold 8,371 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.18M.
Invesco S&P 500 Momentum ETF made up 0.16% of Independent Financial Group's portfolio in Q2 2026, its #123 holding.
Independent Financial Group first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 8 quarters since.
Independent Financial Group's Invesco S&P 500 Momentum ETF position peaked at $8.57M in Q4 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.