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Legacy Financial Strategies’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Legacy Financial Strategies’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 		$7.95M Buy
52,480
+3,985
+8% +$593K 1.29% 13
2026
Q2 		$7.83M Buy
48,495
+4,234
+10% +$597K 1.21% 14
2026
Q1 		$4.96M Buy
44,261
+3,468
+9% +$410K 0.9% 16
2025
Q4 		$4.87M Buy
40,793
+5,531
+16% +$663K 0.86% 18
2025
Q3 		$4.27M Buy
+35,262
New +$4.11M 0.77% 18

Other funds holding SPMO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Legacy Financial Strategies's SPMO Position: Q3 2026 in Review

Legacy Financial Strategies increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 8.2% in Q3 2026, buying an estimated $593K and bringing the position to 52,480 shares worth $7.95M. The position accounts for 1.29% of the portfolio, ranked #13.

Legacy Financial Strategies first reported a position in SPMO in Q3 2025 and has held it in 5 quarters since. 116 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Legacy Financial Strategies held 52,480 shares of Invesco S&P 500 Momentum ETF worth $7.95M as of Q3 2026.
  • Legacy Financial Strategies bought 3,985 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $593K.
  • Invesco S&P 500 Momentum ETF made up 1.29% of Legacy Financial Strategies's portfolio in Q3 2026, its #13 holding.
  • Legacy Financial Strategies first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 5 quarters since.
  • 116 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.