Institute for Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Institute for Wealth Management’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	$22.7K	Buy	+140	New	+$19.7K	﹤0.01%	1091

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWP

Perfromance Wealth Partners Hinsdale, Illinois $4.03B AUM 33.76% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

PAG

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

Institute for Wealth Management's SPMO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 140 shares worth $22.7K. The stake represents ﹤0.01% of the portfolio and ranks #1091 among its holdings.

534 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Institute for Wealth Management held 140 shares of Invesco S&P 500 Momentum ETF worth $22.7K as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Institute for Wealth Management position in Q2 2026.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1091 holding.
534 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.