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

Maia Wealth’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 		$4.79M Sell
29,665
-3,156
-10% -$445K 0.71% 38
2026
Q1 		$3.68M Sell
32,821
-786
-2% -$92.9K 0.62% 45
2025
Q4 		$3.97M Buy
33,607
+4,464
+15% +$535K 0.68% 34
2025
Q3 		$3.52M Buy
29,143
+1,035
+4% +$121K 0.59% 40
2025
Q2 		$3.16M Buy
28,108
+539
+2% +$53.8K 0.6% 42
2025
Q1 		$2.49M Buy
27,569
+1,811
+7% +$177K 0.56% 45
2024
Q4 		$2.53M Buy
+25,758
New +$2.44M 0.54% 43

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Maia Wealth's SPMO Position: Q2 2026 in Review

Maia Wealth reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 9.6% in Q2 2026, selling an estimated $445K and leaving 29,665 shares worth $4.79M. The position accounts for 0.71% of the portfolio, ranked #38.

Maia Wealth first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Maia Wealth held 29,665 shares of Invesco S&P 500 Momentum ETF worth $4.79M as of Q2 2026.
  • Maia Wealth sold 3,156 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $445K.
  • Invesco S&P 500 Momentum ETF made up 0.71% of Maia Wealth's portfolio in Q2 2026, its #38 holding.
  • Maia Wealth first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
  • 765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.