JBR Co Financial Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

JBR Co Financial 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	$4.59M	Buy	28,395 +11,348	+67%	+$1.6M	1.67%	13
2026 Q1	$2.03M	Hold	17,047	–	–	0.85%	31
2025 Q4	$2.03M	Buy	17,047 +12,427	+269%	+$1.49M	0.85%	31
2025 Q3	$559K	Buy	4,620 +1,561	+51%	+$182K	0.24%	69
2025 Q2	$344K	Buy	+3,059	New	+$305K	0.17%	86

Other funds holding SPMO

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

DCM

Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

JBR Co Financial Management's SPMO Position: Q2 2026 in Review

JBR Co Financial Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 67% in Q2 2026, buying an estimated $1.6M and bringing the position to 28,395 shares worth $4.59M. The position accounts for 1.67% of the portfolio, ranked #13.

JBR Co Financial Management first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

JBR Co Financial Management held 28,395 shares of Invesco S&P 500 Momentum ETF worth $4.59M as of Q2 2026.
JBR Co Financial Management bought 11,348 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.6M.
Invesco S&P 500 Momentum ETF made up 1.67% of JBR Co Financial Management's portfolio in Q2 2026, its #13 holding.
JBR Co Financial Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
342 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.