Level Four Advisory Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$17.2M Buy
106,491
+19,312
+22% +$2.72M 0.49% 35
2026
Q1
$9.77M Buy
87,179
+8,302
+11% +$981K 0.32% 66
2025
Q4
$9.41M Buy
78,877
+8,771
+13% +$1.05M 0.31% 71
2025
Q3
$8.49M Buy
70,106
+21,337
+44% +$2.49M 0.29% 80
2025
Q2
$5.49M Buy
48,769
+43,055
+754% +$4.3M 0.2% 143
2025
Q1
$529K Buy
+5,714
New +$559K 0.02% 488

Other funds holding SPMO

Level Four Advisory Services's SPMO Position: Q2 2026 in Review

Level Four Advisory Services increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 22% in Q2 2026, buying an estimated $2.72M and bringing the position to 106,491 shares worth $17.2M. The position accounts for 0.49% of the portfolio, ranked #35.

Level Four Advisory Services first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Level Four Advisory Services held 106,491 shares of Invesco S&P 500 Momentum ETF worth $17.2M as of Q2 2026.
  • Level Four Advisory Services bought 19,312 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $2.72M.
  • Invesco S&P 500 Momentum ETF made up 0.49% of Level Four Advisory Services's portfolio in Q2 2026, its #35 holding.
  • Level Four Advisory Services first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
  • 763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.