Moran Wealth Management
SPMO icon

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

Moran 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 		$467K Buy
3,081
+795
+35% +$118K 0.01% 417
2026
Q2 		$369K Sell
2,286
-7
-0.3% -$987 0.01% 437
2026
Q1 		$257K Buy
2,293
+441
+24% +$52.1K 0.01% 439
2025
Q4 		$221K Sell
1,852
-38
-2% -$4.55K 0.01% 467
2025
Q3 		$229K Buy
+1,890
New +$220K 0.01% 486

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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
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

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

Moran Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 35% in Q3 2026, buying an estimated $118K and bringing the position to 3,081 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #417.

Moran Wealth Management first reported a position in SPMO in Q3 2025 and has held it in 5 quarters since. 561 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Moran Wealth Management held 3,081 shares of Invesco S&P 500 Momentum ETF worth $467K as of Q3 2026.
  • Moran Wealth Management bought 795 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $118K.
  • Invesco S&P 500 Momentum ETF made up 0.01% of Moran Wealth Management's portfolio in Q3 2026, its #417 holding.
  • Moran Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 5 quarters since.
  • 561 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.