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

LWM Advisory Services’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 Q1	$840K	Sell	7,496 -29,549	-80%	-$3.49M	0.9%	21
2025 Q4	$4.42M	Sell	37,045 -288	-0.8%	-$34.5K	2.59%	10
2025 Q3	$4.52M	Sell	37,333 -1,529	-4%	-$178K	2.63%	11
2025 Q2	$4.37M	Buy	38,862 +2,714	+8%	+$271K	3.01%	9
2025 Q1	$3.34M	Buy	36,148 +1,104	+3%	+$108K	2.32%	12
2024 Q4	$3.33M	Buy	35,044 +5,680	+19%	+$538K	2.32%	12
2024 Q3	$2.66M	Buy	29,364 +10,519	+56%	+$921K	1.97%	14
2024 Q2	$1.65M	Buy	+18,845	New	+$1.53M	1.38%	17
2023 Q1	–	Sell	-65,248	Closed	-$3.7M	–	87
2022 Q4	$3.7M	Buy	+65,248	New	+$3.66M	4.09%	8

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LWM Advisory Services's SPMO Position: Q1 2026 in Review

LWM Advisory Services reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 80% in Q1 2026, selling an estimated $3.49M and leaving 7,496 shares worth $840K. The position accounts for 0.9% of the portfolio, ranked #21.

LWM Advisory Services first reported a position in SPMO in Q4 2022 and has held it in 9 quarters since. The position peaked at $4.52M in Q3 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

LWM Advisory Services held 7,496 shares of Invesco S&P 500 Momentum ETF worth $840K as of Q1 2026.
LWM Advisory Services sold 29,549 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $3.49M.
Invesco S&P 500 Momentum ETF made up 0.9% of LWM Advisory Services's portfolio in Q1 2026, its #21 holding.
LWM Advisory Services first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and has held it in 9 quarters since.
LWM Advisory Services's Invesco S&P 500 Momentum ETF position peaked at $4.52M in Q3 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.