OneAscent Financial Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

OneAscent Financial Services’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	$4.58M	Sell	30,241 -184	-0.6%	-$27.4K	0.28%	67
2026 Q2	$4.91M	Buy	+30,425	New	+$4.29M	0.24%	71
2025 Q4	–	Sell	-28,464	Closed	-$3.45M	–	539
2025 Q3	$3.45M	Buy	+28,464	New	+$3.32M	0.23%	76
2025 Q2	–	Sell	-7,249	Closed	-$671K	–	568
2025 Q1	$671K	Buy	7,249 +1,024	+16%	+$100K	0.04%	279
2024 Q4	$591K	Buy	+6,225	New	+$590K	0.05%	225

Other funds holding SPMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Perfromance Wealth Partners Hinsdale, Illinois $4.28B AUM 24.33% 1-Year Est. Return

OneAscent Financial Services's SPMO Position: Q3 2026 in Review

OneAscent Financial Services reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.6% in Q3 2026, selling an estimated $27.4K and leaving 30,241 shares worth $4.58M. The position accounts for 0.28% of the portfolio, ranked #67.

OneAscent Financial Services first reported a position in SPMO in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.91M in Q2 2026. 692 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

OneAscent Financial Services held 30,241 shares of Invesco S&P 500 Momentum ETF worth $4.58M as of Q3 2026.
OneAscent Financial Services sold 184 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $27.4K.
Invesco S&P 500 Momentum ETF made up 0.28% of OneAscent Financial Services's portfolio in Q3 2026, its #67 holding.
OneAscent Financial Services first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 5 quarters since.
OneAscent Financial Services's Invesco S&P 500 Momentum ETF position peaked at $4.91M in Q2 2026.
692 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on OneAscent Financial Services's 13F filing for Q3 2026, filed 10 Nov 2026.