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

Nations 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 		$10.5M Sell
65,241
-3,390
-5% -$478K 0.5% 42
2026
Q1 		$7.69M Buy
68,631
+3,377
+5% +$399K 0.4% 55
2025
Q4 		$7.79M Buy
65,254
+4,063
+7% +$487K 0.41% 52
2025
Q3 		$7.41M Buy
+61,191
New +$7.13M 0.46% 43

Other funds holding SPMO

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

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

Nations Financial Group reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 4.9% in Q2 2026, selling an estimated $478K and leaving 65,241 shares worth $10.5M. The position accounts for 0.5% of the portfolio, ranked #42.

Nations Financial Group first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Nations Financial Group held 65,241 shares of Invesco S&P 500 Momentum ETF worth $10.5M as of Q2 2026.
  • Nations Financial Group sold 3,390 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $478K.
  • Invesco S&P 500 Momentum ETF made up 0.5% of Nations Financial Group's portfolio in Q2 2026, its #42 holding.
  • Nations Financial Group first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • 227 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.