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 Q3	$2.47M	Sell	16,262 -13,403	-45%	-$1.99M	0.34%	83
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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Maia Wealth's SPMO Position: Q3 2026 in Review

Maia Wealth reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 45% in Q3 2026, selling an estimated $1.99M and leaving 16,262 shares worth $2.47M. The position accounts for 0.34% of the portfolio, ranked #83.

Maia Wealth first reported a position in SPMO in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.79M in Q2 2026. 265 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Maia Wealth held 16,262 shares of Invesco S&P 500 Momentum ETF worth $2.47M as of Q3 2026.
Maia Wealth sold 13,403 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $1.99M.
Invesco S&P 500 Momentum ETF made up 0.34% of Maia Wealth's portfolio in Q3 2026, its #83 holding.
Maia Wealth first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 8 quarters since.
Maia Wealth's Invesco S&P 500 Momentum ETF position peaked at $4.79M in Q2 2026.
265 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.