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 Q2	–	Sell	-7,496	Closed	-$840K	–	94
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 $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

LWM Advisory Services's SPMO Position: Q2 2026 in Review

LWM Advisory Services sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026, closing a stake of 7,496 shares — an estimated $840K sold.

LWM Advisory Services first reported a position in SPMO in Q4 2022 and held it in 9 quarters. The position peaked at $4.52M in Q3 2025. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

LWM Advisory Services reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2026 after selling out during the quarter.
LWM Advisory Services sold 7,496 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $840K.
LWM Advisory Services first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and held it in 9 quarters.
LWM Advisory Services's Invesco S&P 500 Momentum ETF position peaked at $4.52M in Q3 2025.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.