Optivise Advisory Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Optivise Advisory 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 Q2	$1.52M	Buy	+9,431	New	+$1.33M	0.77%	33
2025 Q4	–	Sell	-11,400	Closed	-$1.38M	–	222
2025 Q3	$1.38M	Sell	11,400 -5,700	-33%	-$664K	0.82%	33
2025 Q2	$1.92M	Buy	+17,100	New	+$1.71M	0.98%	23
2024 Q3	–	Sell	-27,139	Closed	-$2.37M	–	185
2024 Q2	$2.37M	Buy	+27,139	New	+$2.2M	1.28%	17

Other funds holding SPMO

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Optivise Advisory Services's SPMO Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 9,431 shares worth $1.52M. The stake represents 0.77% of the portfolio and ranks #33 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in SPMO as recently as Q3 2025.

Optivise Advisory Services first reported a position in SPMO in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.37M in Q2 2024. 267 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Optivise Advisory Services held 9,431 shares of Invesco S&P 500 Momentum ETF worth $1.52M as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Optivise Advisory Services position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.77% of Optivise Advisory Services's portfolio in Q2 2026, its #33 holding.
Optivise Advisory Services first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 4 quarters since.
Optivise Advisory Services's Invesco S&P 500 Momentum ETF position peaked at $2.37M in Q2 2024.
267 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.