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 Q3	$297K	Sell	1,962 -2,804	-59%	-$417K	0.13%	150
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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

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

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Lantern Wealth Advisors's SPMO Position: Q3 2026 in Review

Lantern Wealth Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 59% in Q3 2026, selling an estimated $417K and leaving 1,962 shares worth $297K. The position accounts for 0.13% of the portfolio, ranked #150.

Lantern Wealth Advisors first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $770K in Q2 2026. 311 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Lantern Wealth Advisors held 1,962 shares of Invesco S&P 500 Momentum ETF worth $297K as of Q3 2026.
Lantern Wealth Advisors sold 2,804 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $417K.
Invesco S&P 500 Momentum ETF made up 0.13% of Lantern Wealth Advisors's portfolio in Q3 2026, its #150 holding.
Lantern Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Lantern Wealth Advisors's Invesco S&P 500 Momentum ETF position peaked at $770K in Q2 2026.
311 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.