Insight Advisors
SPMO icon

Insight Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Insight Advisors’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 		$499K Sell
3,291
-260
-7% -$38.7K 0.09% 136
2026
Q2 		$574K Sell
3,551
-470
-12% -$66.3K 0.1% 133
2026
Q1 		$451K Sell
4,021
-97
-2% -$11.5K 0.09% 145
2025
Q4 		$491K Sell
4,118
-85
-2% -$10.2K 0.07% 161
2025
Q3 		$509K Sell
4,203
-51
-1% -$5.94K 0.08% 155
2025
Q2 		$478K Sell
4,254
-751
-15% -$75K 0.08% 160
2025
Q1 		$463K Sell
5,005
-1,495
-23% -$146K 0.08% 158
2024
Q4 		$621K Sell
6,500
-954
-13% -$90.4K 0.1% 127
2024
Q3 		$676K Buy
7,454
+208
+3% +$18.2K 0.12% 123
2024
Q2 		$634K Sell
7,246
-292
-4% -$23.7K 0.11% 122
2024
Q1 		$605K Sell
7,538
-73
-1% -$5.38K 0.12% 133
2023
Q4 		$498K Sell
7,611
-185
-2% -$11.2K 0.11% 141
2023
Q3 		$447K Sell
7,796
-42
-0.5% -$2.41K 0.1% 152
2023
Q2 		$438K Sell
7,838
-31
-0.4% -$1.71K 0.1% 157
2023
Q1 		$429K Buy
7,869
+200
+3% +$11K 0.1% 174
2022
Q4 		$428K Sell
7,669
-453
-6% -$25.4K 0.15% 184
2022
Q3 		$409K Sell
8,122
-110
-1% -$5.96K 0.16% 169
2022
Q2 		$455K Sell
8,232
-1,910
-19% -$108K 0.15% 167
2022
Q1 		$620K Sell
10,142
-209
-2% -$12.6K 0.19% 137
2021
Q4 		$668K Buy
10,351
+71
+0.7% +$4.54K 0.2% 123
2021
Q3 		$669K Buy
10,280
+1,632
+19% +$100K 0.2% 132
2021
Q2 		$526K Buy
8,648
+3,114
+56% +$174K 0.17% 158
2021
Q1 		$309K Buy
5,534
+192
+4% +$10.2K 0.1% 255
2020
Q4 		$283K Buy
+5,342
New +$273K 0.11% 215

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Insight Advisors's SPMO Position: Q3 2026 in Review

Insight Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 7.3% in Q3 2026, selling an estimated $38.7K and leaving 3,291 shares worth $499K. The position accounts for 0.09% of the portfolio, ranked #136.

Insight Advisors first reported a position in SPMO in Q4 2020 and has held it in 24 quarters since. The position peaked at $676K in Q3 2024. 503 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Insight Advisors held 3,291 shares of Invesco S&P 500 Momentum ETF worth $499K as of Q3 2026.
  • Insight Advisors sold 260 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $38.7K.
  • Invesco S&P 500 Momentum ETF made up 0.09% of Insight Advisors's portfolio in Q3 2026, its #136 holding.
  • Insight Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's Invesco S&P 500 Momentum ETF position peaked at $676K in Q3 2024.
  • 503 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.