Mark Sheptoff Financial Planning’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Mark Sheptoff Financial Planning’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	$45.2K	Hold	280	–	–	0.02%	190
2026 Q1	$38.6K	Hold	280	–	–	0.02%	201
2025 Q4	$33.4K	Hold	280	–	–	0.02%	227
2025 Q3	$33.9K	Hold	280	–	–	0.02%	223
2025 Q2	$31.5K	Buy	+280	New	+$28K	0.02%	221

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

Mark Sheptoff Financial Planning's SPMO Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 280 shares worth $45.2K. The position accounts for 0.02% of the portfolio, ranked #190.

Mark Sheptoff Financial Planning first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Mark Sheptoff Financial Planning held 280 shares of Invesco S&P 500 Momentum ETF worth $45.2K as of Q2 2026.
Mark Sheptoff Financial Planning left its Invesco S&P 500 Momentum ETF share count unchanged in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #190 holding.
Mark Sheptoff Financial Planning first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.