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

Insight Wealth Strategies’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	$33.5M	Buy	215,430 +27,392	+15%	+$3.86M	3.27%	2
2026 Q1	$21.1M	Sell	188,038 -35,548	-16%	-$4.2M	2.35%	10
2025 Q4	$26.7M	Buy	223,586 +3,818	+2%	+$458K	3.06%	7
2025 Q3	$26.6M	Sell	219,768 -1,306	-0.6%	-$152K	3.13%	5
2025 Q2	$24.5M	Sell	221,074 -298	-0.1%	-$29.7K	3.09%	7
2025 Q1	$20.5M	Buy	+221,372	New	+$21.7M	2.76%	11

Other funds holding SPMO

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Insight Wealth Strategies's SPMO Position: Q2 2026 in Review

Insight Wealth Strategies increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 15% in Q2 2026, buying an estimated $3.86M and bringing the position to 215,430 shares worth $33.5M. The position accounts for 3.27% of the portfolio, ranked #2.

Insight Wealth Strategies first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. 273 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Insight Wealth Strategies held 215,430 shares of Invesco S&P 500 Momentum ETF worth $33.5M as of Q2 2026.
Insight Wealth Strategies bought 27,392 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $3.86M.
Invesco S&P 500 Momentum ETF made up 3.27% of Insight Wealth Strategies's portfolio in Q2 2026, its #2 holding.
Insight Wealth Strategies first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
273 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.