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

LifeSteps Financial’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	$5.82K	Buy	+36	New	+$5.08K	﹤0.01%	509

Other funds holding SPMO

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

DCM

Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

LifeSteps Financial's SPMO Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 36 shares worth $5.82K. The stake represents ﹤0.01% of the portfolio and ranks #509 among its holdings.

346 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

LifeSteps Financial held 36 shares of Invesco S&P 500 Momentum ETF worth $5.82K as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new LifeSteps Financial position in Q2 2026.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #509 holding.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.