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

Jackson 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	–	Sell	-26,809	Closed	-$3.01M	–	114
2026 Q1	$3.01M	Sell	26,809 -41,109	-61%	-$4.86M	0.31%	61
2025 Q4	$8.1M	Buy	67,918 +8,112	+14%	+$972K	0.79%	35
2025 Q3	$7.24M	Buy	59,806 +1,046	+2%	+$122K	0.72%	38
2025 Q2	$6.61M	Buy	58,760 +35,011	+147%	+$3.5M	0.72%	38
2025 Q1	$2.2M	Sell	23,749 -580	-2%	-$56.8K	0.27%	69
2024 Q4	$2.31M	Buy	24,329 +1,679	+7%	+$159K	0.26%	69
2024 Q3	$2.05M	Buy	22,650 +11,385	+101%	+$996K	0.25%	73
2024 Q2	$985K	Buy	+11,265	New	+$915K	0.21%	73

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 22.96% 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

Jackson Wealth Management's SPMO Position: Q2 2026 in Review

Jackson Wealth Management sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026, closing a stake of 26,809 shares — an estimated $3.01M sold.

Jackson Wealth Management first reported a position in SPMO in Q2 2024 and held it in 8 quarters. The position peaked at $8.1M in Q4 2025. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Jackson Wealth Management reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2026 after selling out during the quarter.
Jackson Wealth Management sold 26,809 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $3.01M.
Jackson Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and held it in 8 quarters.
Jackson Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $8.1M in Q4 2025.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.