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

JPL 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	$11.3M	Buy	69,655 +2,682	+4%	+$378K	2.23%	11
2026 Q1	$7.51M	Buy	66,973 +13,268	+25%	+$1.57M	1.73%	14
2025 Q4	$6.41M	Buy	53,705 +19,237	+56%	+$2.31M	1.56%	18
2025 Q3	$4.17M	Buy	+34,468	New	+$4.02M	0.99%	39

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

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

JPL Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 4% in Q2 2026, buying an estimated $378K and bringing the position to 69,655 shares worth $11.3M. The position accounts for 2.23% of the portfolio, ranked #11.

JPL Wealth Management first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

JPL Wealth Management held 69,655 shares of Invesco S&P 500 Momentum ETF worth $11.3M as of Q2 2026.
JPL Wealth Management bought 2,682 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $378K.
Invesco S&P 500 Momentum ETF made up 2.23% of JPL Wealth Management's portfolio in Q2 2026, its #11 holding.
JPL Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.