Merit Financial Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Merit Financial 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 Q2	$8.58M	Buy	53,102 +3,662	+7%	+$516K	0.05%	292
2026 Q1	$5.54M	Buy	49,440 +2,426	+5%	+$287K	0.04%	361
2025 Q4	$5.61M	Buy	47,014 +3,249	+7%	+$389K	0.05%	338
2025 Q3	$5.3M	Buy	43,765 +11,475	+36%	+$1.34M	0.05%	309
2025 Q2	$3.63M	Buy	32,290 +2,814	+10%	+$281K	0.04%	350
2025 Q1	$2.73M	Buy	29,476 +23,276	+375%	+$2.28M	0.04%	346
2024 Q4	$589K	Buy	+6,200	New	+$588K	0.01%	665

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

Merit Financial Group's SPMO Position: Q2 2026 in Review

Merit Financial Group increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 7.4% in Q2 2026, buying an estimated $516K and bringing the position to 53,102 shares worth $8.58M. The position accounts for 0.05% of the portfolio, ranked #292.

Merit Financial Group first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Merit Financial Group held 53,102 shares of Invesco S&P 500 Momentum ETF worth $8.58M as of Q2 2026.
Merit Financial Group bought 3,662 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $516K.
Invesco S&P 500 Momentum ETF made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #292 holding.
Merit Financial Group first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.