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

Nova 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
Q2 		$11.9M Buy
73,567
+491
+0.7% +$69.2K 6.56% 1
2026
Q1 		$8.19M Buy
73,076
+7,952
+12% +$940K 5.34% 1
2025
Q4 		$7.77M Buy
65,124
+6,190
+11% +$742K 5.33% 1
2025
Q3 		$7.13M Buy
58,934
+2,284
+4% +$266K 5.02% 1
2025
Q2 		$6.37M Buy
56,650
+15,152
+37% +$1.51M 4.68% 2
2025
Q1 		$3.84M Buy
41,498
+6,042
+17% +$591K 3.31% 4
2024
Q4 		$3.37M Buy
+35,456
New +$3.36M 2.92% 5

Other funds holding SPMO

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
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Nova Wealth Management's SPMO Position: Q2 2026 in Review

Nova Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.67% in Q2 2026, buying an estimated $69.2K and bringing the position to 73,567 shares worth $11.9M. The position accounts for 6.56% of the portfolio, ranked #1.

Nova Wealth Management first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Nova Wealth Management held 73,567 shares of Invesco S&P 500 Momentum ETF worth $11.9M as of Q2 2026.
  • Nova Wealth Management bought 491 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $69.2K.
  • Invesco S&P 500 Momentum ETF made up 6.56% of Nova Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Nova Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.