Perfromance Wealth Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Perfromance Wealth Partners’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	$147M	Buy	912,173 +557,997	+158%	+$78.7M	3.66%	6
2026 Q1	$39.7M	Buy	354,176 +16,034	+5%	+$1.89M	1.15%	15
2025 Q4	$40.3M	Buy	338,142 +25,070	+8%	+$3M	1.09%	16
2025 Q3	$37.9M	Buy	313,072 +97,653	+45%	+$11.4M	1.06%	16
2025 Q2	$24.2M	Buy	+215,419	New	+$21.5M	0.78%	17

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Perfromance Wealth Partners's SPMO Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 158% in Q2 2026, buying an estimated $78.7M and bringing the position to 912,173 shares worth $147M. The position accounts for 3.66% of the portfolio, ranked #6.

Perfromance Wealth Partners first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Perfromance Wealth Partners held 912,173 shares of Invesco S&P 500 Momentum ETF worth $147M as of Q2 2026.
Perfromance Wealth Partners bought 557,997 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $78.7M.
Invesco S&P 500 Momentum ETF made up 3.66% of Perfromance Wealth Partners's portfolio in Q2 2026, its #6 holding.
Perfromance Wealth Partners first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.