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 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 $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mascagni Wealth Management's SPMO Position: Q1 2026 in Review

Mascagni Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 3.7% in Q1 2026, buying an estimated $143K and bringing the position to 34,414 shares worth $3.86M. The position accounts for 2.75% of the portfolio, ranked #7.

Mascagni Wealth Management first reported a position in SPMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.96M in Q4 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Mascagni Wealth Management held 34,414 shares of Invesco S&P 500 Momentum ETF worth $3.86M as of Q1 2026.
Mascagni Wealth Management bought 1,214 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $143K.
Invesco S&P 500 Momentum ETF made up 2.75% of Mascagni Wealth Management's portfolio in Q1 2026, its #7 holding.
Mascagni Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 6 quarters since.
Mascagni Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $3.96M in Q4 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Mascagni Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.