Lifelong Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Lifelong 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 Q2	$4.31M	Sell	26,693 -5,863	-18%	-$826K	1.01%	19
2026 Q1	$3.65M	Buy	32,556 +3,545	+12%	+$419K	0.97%	21
2025 Q4	$3.46M	Buy	29,011 +11,600	+67%	+$1.39M	0.92%	21
2025 Q3	$2.11M	Buy	17,411 +587	+3%	+$68.4K	0.63%	23
2025 Q2	$1.89M	Buy	16,824 +941	+6%	+$93.9K	0.63%	23
2025 Q1	$1.47M	Buy	15,883 +1,150	+8%	+$113K	0.69%	20
2024 Q4	$1.4M	Buy	+14,733	New	+$1.4M	0.63%	22

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

Lifelong Wealth Advisors's SPMO Position: Q2 2026 in Review

Lifelong Wealth Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 18% in Q2 2026, selling an estimated $826K and leaving 26,693 shares worth $4.31M. The position accounts for 1.01% of the portfolio, ranked #19.

Lifelong Wealth Advisors first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Lifelong Wealth Advisors held 26,693 shares of Invesco S&P 500 Momentum ETF worth $4.31M as of Q2 2026.
Lifelong Wealth Advisors sold 5,863 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $826K.
Invesco S&P 500 Momentum ETF made up 1.01% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Lifelong Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.