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

Kestra Private Wealth 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 Q2	$2.1M	Buy	+13,007	New	+$1.83M	0.02%	575
2023 Q4	–	Sell	-7,328	Closed	-$420K	–	1288
2023 Q3	$420K	Hold	7,328	–	–	0.01%	730
2023 Q2	$410K	Buy	7,328 +1	+0%	+$55	0.01%	701
2023 Q1	$400K	Buy	7,327 +1	+0%	+$55	0.02%	667
2022 Q4	$416K	Buy	+7,326	New	+$411K	0.02%	569

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 22.9% 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

Kestra Private Wealth Services's SPMO Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 13,007 shares worth $2.1M. The stake represents 0.02% of the portfolio and ranks #575 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in SPMO as recently as Q3 2023.

Kestra Private Wealth Services first reported a position in SPMO in Q4 2022 and has held it in 5 quarters since. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Kestra Private Wealth Services held 13,007 shares of Invesco S&P 500 Momentum ETF worth $2.1M as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Kestra Private Wealth Services position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #575 holding.
Kestra Private Wealth Services first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and has held it in 5 quarters since.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.