Kingswood Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Kingswood Wealth Advisors’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	$5.65M	Buy	34,985 +339	+1%	+$47.8K	0.23%	104
2026 Q1	$3.88M	Sell	34,646 -16,300	-32%	-$1.93M	0.18%	127
2025 Q4	$6.08M	Buy	50,946 +9,605	+23%	+$1.15M	0.29%	83
2025 Q3	$5M	Buy	41,341 +13,796	+50%	+$1.61M	0.3%	75
2025 Q2	$3.1M	Buy	27,545 +13,151	+91%	+$1.31M	0.24%	95
2025 Q1	$1.33M	Buy	14,394 +3,452	+32%	+$338K	0.12%	199
2024 Q4	$1.04M	Buy	10,942 +4,863	+80%	+$461K	0.08%	266
2024 Q3	$551K	Buy	6,079 +938	+18%	+$82.1K	0.04%	435
2024 Q2	$450K	Buy	+5,141	New	+$418K	0.04%	418

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

Kingswood Wealth Advisors's SPMO Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.98% in Q2 2026, buying an estimated $47.8K and bringing the position to 34,985 shares worth $5.65M. The position accounts for 0.23% of the portfolio, ranked #104.

Kingswood Wealth Advisors first reported a position in SPMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.08M in Q4 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Kingswood Wealth Advisors held 34,985 shares of Invesco S&P 500 Momentum ETF worth $5.65M as of Q2 2026.
Kingswood Wealth Advisors bought 339 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $47.8K.
Invesco S&P 500 Momentum ETF made up 0.23% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #104 holding.
Kingswood Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 9 quarters since.
Kingswood Wealth Advisors's Invesco S&P 500 Momentum ETF position peaked at $6.08M in Q4 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.