Measured Wealth Private Client Group
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Measured Wealth Private Client Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Measured Wealth Private Client Group’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 		– Sell
-92
Closed -$14.9K – 761
2026
Q2 		$14.9K Hold
92
– – ﹤0.01% 540
2026
Q1 		$10.3K Buy
+92
New +$10.9K ﹤0.01% 564

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
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
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
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Storgate
Storgate Dallas, Texas $568M AUM 28.26% 1-Year Est. Return

Measured Wealth Private Client Group's SPMO Position: Q3 2026 in Review

Measured Wealth Private Client Group sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2026, closing a stake of 92 shares — an estimated $14.9K sold.

Measured Wealth Private Client Group first reported a position in SPMO in Q1 2026 and held it in 2 quarters. The position peaked at $14.9K in Q2 2026. 620 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Measured Wealth Private Client Group reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 92 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $14.9K.
  • Measured Wealth Private Client Group first reported a position in Invesco S&P 500 Momentum ETF in Q1 2026 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Invesco S&P 500 Momentum ETF position peaked at $14.9K in Q2 2026.
  • 620 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.