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

McNaughton 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	$5.12M	Sell	31,673 -10,951	-26%	-$1.54M	1.82%	16
2026 Q1	$4.78M	Buy	42,624 +2,304	+6%	+$272K	1.98%	16
2025 Q4	$4.81M	Buy	40,320 +13,186	+49%	+$1.58M	1.98%	16
2025 Q3	$3.28M	Sell	27,134 -2,230	-8%	-$260K	1.39%	22
2025 Q2	$3.3M	Buy	29,364 +81	+0.3%	+$8.09K	1.47%	20
2025 Q1	$2.71M	Buy	+29,283	New	+$2.87M	1.32%	23

Other funds holding SPMO

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

DCM

Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

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

McNaughton Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 26% in Q2 2026, selling an estimated $1.54M and leaving 31,673 shares worth $5.12M. The position accounts for 1.82% of the portfolio, ranked #16.

McNaughton Wealth Management first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. 346 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

McNaughton Wealth Management held 31,673 shares of Invesco S&P 500 Momentum ETF worth $5.12M as of Q2 2026.
McNaughton Wealth Management sold 10,951 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.54M.
Invesco S&P 500 Momentum ETF made up 1.82% of McNaughton Wealth Management's portfolio in Q2 2026, its #16 holding.
McNaughton Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.