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

Lantern 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	$770K	Sell	4,766 -309	-6%	-$43.6K	0.35%	70
2026 Q1	$569K	Buy	5,075 +1,320	+35%	+$156K	0.29%	89
2025 Q4	$448K	Buy	3,755 +1,121	+43%	+$134K	0.24%	103
2025 Q3	$319K	Buy	2,634 +88	+3%	+$10.3K	0.17%	116
2025 Q2	$286K	Buy	+2,546	New	+$254K	0.17%	116
2024 Q4	$228K	Buy	+2,396	New	+$227K	0.15%	126

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

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

Lantern Wealth Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 6.1% in Q2 2026, selling an estimated $43.6K and leaving 4,766 shares worth $770K. The position accounts for 0.35% of the portfolio, ranked #70.

Lantern Wealth Advisors first reported a position in SPMO in Q4 2024 and has held it in 6 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Lantern Wealth Advisors held 4,766 shares of Invesco S&P 500 Momentum ETF worth $770K as of Q2 2026.
Lantern Wealth Advisors sold 309 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $43.6K.
Invesco S&P 500 Momentum ETF made up 0.35% of Lantern Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Lantern Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 6 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.