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Peak Financial Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Peak Financial 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 		$4.75M Sell
29,403
-412
-1% -$58.1K 1.97% 9
2026
Q1 		$3.34M Sell
29,815
-7,165
-19% -$847K 1.48% 16
2025
Q4 		$4.41M Buy
36,980
+337
+0.9% +$40.4K 1.98% 9
2025
Q3 		$4.44M Buy
36,643
+2,537
+7% +$296K 2.13% 9
2025
Q2 		$3.84M Buy
+34,106
New +$3.4M 1.96% 11

Other funds holding SPMO

Wealth Enhancement Advisory Services
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TF
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
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Peak Financial Advisors's SPMO Position: Q2 2026 in Review

Peak Financial Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.4% in Q2 2026, selling an estimated $58.1K and leaving 29,403 shares worth $4.75M. The position accounts for 1.97% of the portfolio, ranked #9.

Peak Financial Advisors first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 146 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Peak Financial Advisors held 29,403 shares of Invesco S&P 500 Momentum ETF worth $4.75M as of Q2 2026.
  • Peak Financial Advisors sold 412 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $58.1K.
  • Invesco S&P 500 Momentum ETF made up 1.97% of Peak Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Peak Financial Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.