Innovative Wealth Building’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Innovative Wealth Building’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 Q3	$739K	Sell	4,877 -316	-6%	-$47K	0.41%	40
2026 Q2	$839K	Buy	5,193 +1,119	+27%	+$158K	0.49%	36
2026 Q1	$457K	Buy	4,074 +1,579	+63%	+$187K	0.32%	42
2025 Q4	$298K	Buy	+2,495	New	+$299K	0.22%	50

Other funds holding SPMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Perfromance Wealth Partners Hinsdale, Illinois $4.28B AUM 24.33% 1-Year Est. Return

Innovative Wealth Building's SPMO Position: Q3 2026 in Review

Innovative Wealth Building reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 6.1% in Q3 2026, selling an estimated $47K and leaving 4,877 shares worth $739K. The position accounts for 0.41% of the portfolio, ranked #40.

Innovative Wealth Building first reported a position in SPMO in Q4 2025 and has held it in 4 quarters since. The position peaked at $839K in Q2 2026. 692 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Innovative Wealth Building held 4,877 shares of Invesco S&P 500 Momentum ETF worth $739K as of Q3 2026.
Innovative Wealth Building sold 316 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $47K.
Invesco S&P 500 Momentum ETF made up 0.41% of Innovative Wealth Building's portfolio in Q3 2026, its #40 holding.
Innovative Wealth Building first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 4 quarters since.
Innovative Wealth Building's Invesco S&P 500 Momentum ETF position peaked at $839K in Q2 2026.
692 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.