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

OneAscent 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 		$260K Buy
+1,609
New +$227K 0.08% 137
2025
Q4 		– Sell
-1,661
Closed -$201K – 185
2025
Q3 		$201K Buy
+1,661
New +$193K 0.07% 177

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

OneAscent Wealth Management opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 1,609 shares worth $260K. The stake represents 0.08% of the portfolio and ranks #137 among its holdings. This is a return to the name: OneAscent Wealth Management previously reported a position in SPMO as recently as Q3 2025.

OneAscent Wealth Management first reported a position in SPMO in Q3 2025 and has held it in 2 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • OneAscent Wealth Management held 1,609 shares of Invesco S&P 500 Momentum ETF worth $260K as of Q2 2026.
  • Invesco S&P 500 Momentum ETF was a new OneAscent Wealth Management position in Q2 2026.
  • Invesco S&P 500 Momentum ETF made up 0.08% of OneAscent Wealth Management's portfolio in Q2 2026, its #137 holding.
  • OneAscent Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 2 quarters since.
  • 764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.