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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JPL Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 25% in Q1 2026, buying an estimated $1.57M and bringing the position to 66,973 shares worth $7.51M. The position accounts for 1.73% of the portfolio, ranked #14.

JPL Wealth Management first reported a position in SPMO in Q3 2025 and has held it in 3 quarters since. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • JPL Wealth Management held 66,973 shares of Invesco S&P 500 Momentum ETF worth $7.51M as of Q1 2026.
  • JPL Wealth Management bought 13,268 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $1.57M.
  • Invesco S&P 500 Momentum ETF made up 1.73% of JPL Wealth Management's portfolio in Q1 2026, its #14 holding.
  • JPL Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • 648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.