Meadowbrook Wealth Management
SPMO icon

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

Meadowbrook 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
Q3 		$429K Sell
2,827
-60
-2% -$8.93K 0.45% 50
2026
Q2 		$448K Sell
2,887
-52
-2% -$7.33K 0.48% 47
2026
Q1 		$330K Hold
2,939
– – 0.44% 53
2025
Q4 		$351K Sell
2,939
-117
-4% -$14K 0.4% 51
2025
Q3 		$370K Buy
+3,056
New +$356K 0.38% 58

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Perfromance Wealth Partners
Perfromance Wealth Partners Hinsdale, Illinois $4.28B AUM 24.33% 1-Year Est. Return

Meadowbrook Wealth Management's SPMO Position: Q3 2026 in Review

Meadowbrook Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 2.1% in Q3 2026, selling an estimated $8.93K and leaving 2,827 shares worth $429K. The position accounts for 0.45% of the portfolio, ranked #50.

Meadowbrook Wealth Management first reported a position in SPMO in Q3 2025 and has held it in 5 quarters since. The position peaked at $448K in Q2 2026. 692 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Meadowbrook Wealth Management held 2,827 shares of Invesco S&P 500 Momentum ETF worth $429K as of Q3 2026.
  • Meadowbrook Wealth Management sold 60 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $8.93K.
  • Invesco S&P 500 Momentum ETF made up 0.45% of Meadowbrook Wealth Management's portfolio in Q3 2026, its #50 holding.
  • Meadowbrook Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 5 quarters since.
  • Meadowbrook Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $448K in Q2 2026.
  • 692 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.