Kestra Advisory Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Kestra Advisory Services’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 Q3	$11.7M	Buy	77,370 +29,938	+63%	+$4.45M	0.03%	511
2026 Q2	$7.66M	Buy	47,432 +7,363	+18%	+$1.04M	0.02%	624
2026 Q1	$4.49M	Buy	40,069 +5,325	+15%	+$629K	0.02%	853
2025 Q4	$4.15M	Buy	34,744 +3,128	+10%	+$375K	0.02%	850
2025 Q3	$3.83M	Buy	31,616 +7,119	+29%	+$829K	0.02%	816
2025 Q2	$2.76M	Buy	24,497 +8,223	+51%	+$821K	0.01%	919
2025 Q1	$1.51M	Buy	16,274 +2,868	+21%	+$281K	0.01%	1131
2024 Q4	$1.27M	Buy	13,406 +6,915	+107%	+$655K	0.01%	1257
2024 Q3	$588K	Buy	6,491 +122	+2%	+$10.7K	﹤0.01%	1667
2024 Q2	$557K	Buy	6,369 +1,610	+34%	+$131K	﹤0.01%	1707
2024 Q1	$382K	Buy	+4,759	New	+$351K	﹤0.01%	1841
2023 Q4	–	Sell	-5,849	Closed	-$335K	–	2333
2023 Q3	$335K	Buy	+5,849	New	+$336K	﹤0.01%	1593

Other funds holding SPMO

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Kestra Advisory Services's SPMO Position: Q3 2026 in Review

Kestra Advisory Services increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 63% in Q3 2026, buying an estimated $4.45M and bringing the position to 77,370 shares worth $11.7M. The position accounts for 0.03% of the portfolio, ranked #511.

Kestra Advisory Services first reported a position in SPMO in Q3 2023 and has held it in 12 quarters since. 347 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Kestra Advisory Services held 77,370 shares of Invesco S&P 500 Momentum ETF worth $11.7M as of Q3 2026.
Kestra Advisory Services bought 29,938 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $4.45M.
Invesco S&P 500 Momentum ETF made up 0.03% of Kestra Advisory Services's portfolio in Q3 2026, its #511 holding.
Kestra Advisory Services first reported a position in Invesco S&P 500 Momentum ETF in Q3 2023 and has held it in 12 quarters since.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.