NAG
SPMO icon

Northstar Advisory Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Northstar Advisory 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 		$3.36M Buy
20,796
+12,131
+140% +$1.71M 1.04% 26
2026
Q1 		$971K Buy
+8,665
New +$1.02M 0.36% 57

Other funds holding SPMO

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

Northstar Advisory Group's SPMO Position: Q2 2026 in Review

Northstar Advisory Group increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 140% in Q2 2026, buying an estimated $1.71M and bringing the position to 20,796 shares worth $3.36M. The position accounts for 1.04% of the portfolio, ranked #26.

Northstar Advisory Group first reported a position in SPMO in Q1 2026 and has held it in 2 quarters since. 362 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Northstar Advisory Group held 20,796 shares of Invesco S&P 500 Momentum ETF worth $3.36M as of Q2 2026.
  • Northstar Advisory Group bought 12,131 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.71M.
  • Invesco S&P 500 Momentum ETF made up 1.04% of Northstar Advisory Group's portfolio in Q2 2026, its #26 holding.
  • Northstar Advisory Group first reported a position in Invesco S&P 500 Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 362 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.