Mayflower Financial Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Mayflower Financial Advisors’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	$5.26M	Sell	32,588 -6,762	-17%	-$953K	0.45%	55
2026 Q1	$4.41M	Buy	39,350 +2,746	+8%	+$325K	0.54%	51
2025 Q4	$4.37M	Buy	36,604 +15,166	+71%	+$1.82M	0.53%	50
2025 Q3	$2.6M	Sell	21,438 -145	-0.7%	-$16.9K	0.33%	76
2025 Q2	$2.43M	Buy	21,583 +2,234	+12%	+$223K	0.34%	73
2025 Q1	$1.79M	Sell	19,349 -3,537	-15%	-$346K	0.27%	91
2024 Q4	$2.17M	Buy	+22,886	New	+$2.17M	0.32%	73

Other funds holding SPMO

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Mayflower Financial Advisors's SPMO Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 17% in Q2 2026, selling an estimated $953K and leaving 32,588 shares worth $5.26M. The position accounts for 0.45% of the portfolio, ranked #55.

Mayflower Financial Advisors first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Mayflower Financial Advisors held 32,588 shares of Invesco S&P 500 Momentum ETF worth $5.26M as of Q2 2026.
Mayflower Financial Advisors sold 6,762 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $953K.
Invesco S&P 500 Momentum ETF made up 0.45% of Mayflower Financial Advisors's portfolio in Q2 2026, its #55 holding.
Mayflower Financial Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
130 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.