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

One Wealth 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 Q2	$10.7M	Sell	66,292 -19,422	-23%	-$2.74M	1.18%	22
2026 Q1	$9.61M	Buy	85,714 +2,913	+4%	+$344K	1.2%	26
2025 Q4	$9.88M	Buy	82,801 +30,569	+59%	+$3.66M	1.21%	24
2025 Q3	$6.32M	Buy	52,232 +1,274	+3%	+$148K	0.79%	34
2025 Q2	$5.73M	Buy	50,958 +795	+2%	+$79.4K	0.8%	32
2025 Q1	$4.64M	Sell	50,163 -2,404	-5%	-$235K	0.69%	35
2024 Q4	$4.99M	Buy	+52,567	New	+$4.98M	0.74%	31

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

One Wealth Advisors's SPMO Position: Q2 2026 in Review

One Wealth Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 23% in Q2 2026, selling an estimated $2.74M and leaving 66,292 shares worth $10.7M. The position accounts for 1.18% of the portfolio, ranked #22.

One Wealth Advisors first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

One Wealth Advisors held 66,292 shares of Invesco S&P 500 Momentum ETF worth $10.7M as of Q2 2026.
One Wealth Advisors sold 19,422 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $2.74M.
Invesco S&P 500 Momentum ETF made up 1.18% of One Wealth Advisors's portfolio in Q2 2026, its #22 holding.
One Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.