Investor's Fiduciary Advisor Network’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Investor's Fiduciary Advisor Network’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	$233K	Sell	1,446 -4,753	-77%	-$670K	0.08%	194
2026 Q1	$694K	Sell	6,199 -212	-3%	-$25.1K	0.21%	123
2025 Q4	$764K	Buy	6,411 +1,930	+43%	+$231K	0.16%	130
2025 Q3	$542K	Sell	4,481 -178	-4%	-$20.7K	0.18%	132
2025 Q2	$524K	Sell	4,659 -324	-7%	-$32.3K	0.19%	127
2025 Q1	$461K	Buy	4,983 +111	+2%	+$10.9K	0.22%	111
2024 Q4	$462K	Buy	+4,872	New	+$462K	0.18%	136

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 22.9% 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

Investor's Fiduciary Advisor Network's SPMO Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 77% in Q2 2026, selling an estimated $670K and leaving 1,446 shares worth $233K. The position accounts for 0.08% of the portfolio, ranked #194.

Investor's Fiduciary Advisor Network first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $764K in Q4 2025. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Investor's Fiduciary Advisor Network held 1,446 shares of Invesco S&P 500 Momentum ETF worth $233K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 4,753 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $670K.
Invesco S&P 500 Momentum ETF made up 0.08% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #194 holding.
Investor's Fiduciary Advisor Network first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Invesco S&P 500 Momentum ETF position peaked at $764K in Q4 2025.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.