Legacy Wealth Management (Idaho)’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Legacy Wealth Management (Idaho)’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	$402K	Buy	2,490 +1,711	+220%	+$241K	0.17%	128
2026 Q1	$87.3K	Buy	779 +777	+38,850%	+$91.8K	0.04%	198
2025 Q4	$239	Sell	2 -545	-100%	-$65.3K	﹤0.01%	865
2025 Q3	$66.2K	Sell	547 -39	-7%	-$4.54K	0.03%	147
2025 Q2	$65.9K	Sell	586 -54	-8%	-$5.39K	0.03%	134
2025 Q1	$59.2K	Sell	640 -163	-20%	-$16K	0.04%	133
2024 Q4	$81.9K	Buy	803 +16	+2%	+$1.52K	0.05%	100
2024 Q3	$76K	Buy	+787	New	+$68.9K	0.04%	97

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

Legacy Wealth Management (Idaho)'s SPMO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 220% in Q2 2026, buying an estimated $241K and bringing the position to 2,490 shares worth $402K. The position accounts for 0.17% of the portfolio, ranked #128.

Legacy Wealth Management (Idaho) first reported a position in SPMO in Q3 2024 and has held it in 8 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Legacy Wealth Management (Idaho) held 2,490 shares of Invesco S&P 500 Momentum ETF worth $402K as of Q2 2026.
Legacy Wealth Management (Idaho) bought 1,711 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $241K.
Invesco S&P 500 Momentum ETF made up 0.17% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #128 holding.
Legacy Wealth Management (Idaho) first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 8 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.