MKT Advisors
SPMO icon

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

MKT 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
Q3 		– Sell
-4,043
Closed -$604K – 156
2026
Q2 		$604K Sell
4,043
-3,141
-44% -$443K 0.19% 66
2026
Q1 		$838K Buy
7,184
+573
+9% +$67.7K 0.28% 54
2025
Q4 		$796K Buy
6,611
+3,087
+88% +$370K 0.27% 54
2025
Q3 		$425K Sell
3,524
-46
-1% -$5.36K 0.16% 91
2025
Q2 		$395K Buy
3,570
+135
+4% +$13.5K 0.16% 92
2025
Q1 		$287K Buy
3,435
+1,117
+48% +$109K 0.13% 107
2024
Q4 		$229K Buy
+2,318
New +$220K 0.1% 132

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

MKT Advisors's SPMO Position: Q3 2026 in Review

MKT Advisors sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2026, closing a stake of 4,043 shares — an estimated $604K sold.

MKT Advisors first reported a position in SPMO in Q4 2024 and held it in 7 quarters. The position peaked at $838K in Q1 2026. 523 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • MKT Advisors reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2026 after selling out during the quarter.
  • MKT Advisors sold 4,043 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $604K.
  • MKT Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and held it in 7 quarters.
  • MKT Advisors's Invesco S&P 500 Momentum ETF position peaked at $838K in Q1 2026.
  • 523 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.