LGT Financial Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

LGT Financial 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	$77.7K	Sell	481 -28	-6%	-$3.95K	0.41%	45
2026 Q1	$57.1K	Sell	509 -349	-41%	-$41.2K	0.29%	56
2025 Q4	$102K	Sell	858 -488	-36%	-$58.5K	0.63%	34
2025 Q3	$163K	Sell	1,346 -681	-34%	-$79.3K	0.35%	56
2025 Q2	$228K	Buy	2,027 +309	+18%	+$30.8K	0.58%	38
2025 Q1	$159K	Sell	1,718 -19	-1%	-$1.86K	0.49%	43
2024 Q4	$165K	Buy	+1,737	New	+$165K	0.37%	50

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

LGT Financial Advisors's SPMO Position: Q2 2026 in Review

LGT Financial Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 5.5% in Q2 2026, selling an estimated $3.95K and leaving 481 shares worth $77.7K. The position accounts for 0.41% of the portfolio, ranked #45.

LGT Financial Advisors first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $228K in Q2 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

LGT Financial Advisors held 481 shares of Invesco S&P 500 Momentum ETF worth $77.7K as of Q2 2026.
LGT Financial Advisors sold 28 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $3.95K.
Invesco S&P 500 Momentum ETF made up 0.41% of LGT Financial Advisors's portfolio in Q2 2026, its #45 holding.
LGT Financial Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
LGT Financial Advisors's Invesco S&P 500 Momentum ETF position peaked at $228K in Q2 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.