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

Pacific Excel 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 		– Sell
-5,034
Closed -$564K – 306
2026
Q1 		$564K Buy
5,034
+1,963
+64% +$232K 0.59% 62
2025
Q4 		$366K Buy
+3,071
New +$368K 0.69% 62

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

Pacific Excel Wealth Advisors's SPMO Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026, closing a stake of 5,034 shares — an estimated $564K sold.

Pacific Excel Wealth Advisors first reported a position in SPMO in Q4 2025 and held it in 2 quarters. The position peaked at $564K in Q1 2026. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 5,034 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $564K.
  • Pacific Excel Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's Invesco S&P 500 Momentum ETF position peaked at $564K in Q1 2026.
  • 764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.