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 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 $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jackson Wealth Management's SPMO Position: Q1 2026 in Review

Jackson Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 61% in Q1 2026, selling an estimated $4.86M and leaving 26,809 shares worth $3.01M. The position accounts for 0.31% of the portfolio, ranked #61.

Jackson Wealth Management first reported a position in SPMO in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.1M in Q4 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Jackson Wealth Management held 26,809 shares of Invesco S&P 500 Momentum ETF worth $3.01M as of Q1 2026.
Jackson Wealth Management sold 41,109 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $4.86M.
Invesco S&P 500 Momentum ETF made up 0.31% of Jackson Wealth Management's portfolio in Q1 2026, its #61 holding.
Jackson Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 8 quarters since.
Jackson Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $8.1M in Q4 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.