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

Mascagni Wealth Management’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	$5.63M	Buy	34,854 +440	+1%	+$62K	3.5%	6
2026 Q1	$3.86M	Buy	34,414 +1,214	+4%	+$143K	2.75%	7
2025 Q4	$3.96M	Buy	33,200 +5,514	+20%	+$661K	2.95%	8
2025 Q3	$3.35M	Buy	27,686 +6,437	+30%	+$750K	2.59%	8
2025 Q2	$2.39M	Buy	21,249 +16,386	+337%	+$1.64M	2.04%	10
2025 Q1	$450K	Hold	4,863	–	–	0.45%	65
2024 Q4	$450K	Buy	+4,863	New	+$461K	0.45%	65

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

Mascagni Wealth Management's SPMO Position: Q2 2026 in Review

Mascagni Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.3% in Q2 2026, buying an estimated $62K and bringing the position to 34,854 shares worth $5.63M. The position accounts for 3.5% of the portfolio, ranked #6.

Mascagni Wealth Management first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Mascagni Wealth Management held 34,854 shares of Invesco S&P 500 Momentum ETF worth $5.63M as of Q2 2026.
Mascagni Wealth Management bought 440 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $62K.
Invesco S&P 500 Momentum ETF made up 3.5% of Mascagni Wealth Management's portfolio in Q2 2026, its #6 holding.
Mascagni Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.