Medallion Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Medallion Wealth 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 Q1	$1.54M	Buy	13,711 +708	+5%	+$83.7K	0.5%	50
2025 Q4	$1.55M	Buy	13,003 +1,104	+9%	+$132K	0.52%	49
2025 Q3	$1.44M	Buy	11,899 +1,140	+11%	+$133K	0.51%	47
2025 Q2	$1.19M	Buy	10,759 +2,470	+30%	+$247K	0.46%	50
2025 Q1	$772K	Buy	8,289 +2,491	+43%	+$244K	0.35%	72
2024 Q4	$551K	Buy	+5,798	New	+$550K	0.27%	88

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Medallion Wealth Advisors's SPMO Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 5.4% in Q1 2026, buying an estimated $83.7K and bringing the position to 13,711 shares worth $1.54M. The position accounts for 0.5% of the portfolio, ranked #50.

Medallion Wealth Advisors first reported a position in SPMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.55M in Q4 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Medallion Wealth Advisors held 13,711 shares of Invesco S&P 500 Momentum ETF worth $1.54M as of Q1 2026.
Medallion Wealth Advisors bought 708 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $83.7K.
Invesco S&P 500 Momentum ETF made up 0.5% of Medallion Wealth Advisors's portfolio in Q1 2026, its #50 holding.
Medallion Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Invesco S&P 500 Momentum ETF position peaked at $1.55M in Q4 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.