McKinley Carter Wealth Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

McKinley Carter Wealth Services’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	$302K	Hold	1,867	–	–	0.02%	277
2026 Q1	$209K	Hold	1,867	–	–	0.01%	300
2025 Q4	$223K	Hold	1,867	–	–	0.01%	302
2025 Q3	$226K	Hold	1,867	–	–	0.01%	302
2025 Q2	$210K	Buy	+1,867	New	+$186K	0.01%	301

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

McKinley Carter Wealth Services's SPMO Position: Q2 2026 in Review

McKinley Carter Wealth Services held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 1,867 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #277.

McKinley Carter Wealth Services first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

McKinley Carter Wealth Services held 1,867 shares of Invesco S&P 500 Momentum ETF worth $302K as of Q2 2026.
McKinley Carter Wealth Services 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 McKinley Carter Wealth Services's portfolio in Q2 2026, its #277 holding.
McKinley Carter Wealth Services first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.