Perigon Wealth Management
SPMO icon

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

Perigon 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
Q3 		$15.1M Sell
99,909
-64,211
-39% -$9.6M 0.23% 81
2026
Q2 		$26.5M Sell
164,120
-23,446
-13% -$3.3M 0.42% 50
2026
Q1 		$21M Buy
187,566
+13,892
+8% +$1.64M 0.38% 56
2025
Q4 		$20.7M Buy
173,674
+67,346
+63% +$8.07M 0.37% 56
2025
Q3 		$12.9M Buy
106,328
+23,160
+28% +$2.7M 0.26% 78
2025
Q2 		$9.35M Buy
83,168
+11,965
+17% +$1.19M 0.22% 99
2025
Q1 		$6.59M Buy
71,203
+45,454
+177% +$4.45M 0.17% 127
2024
Q4 		$2.51M Buy
25,749
+9,453
+58% +$896K 0.06% 278
2024
Q3 		$1.48M Sell
16,296
-2,110
-11% -$185K 0.04% 339
2024
Q2 		$1.61M Buy
18,406
+3,515
+24% +$286K 0.05% 284
2024
Q1 		$1.19M Sell
14,891
-230
-2% -$16.9K 0.04% 334
2023
Q4 		$990K Hold
15,121
– – 0.03% 342
2023
Q3 		$866K Sell
15,121
-1,000
-6% -$57.4K 0.04% 329
2023
Q2 		$902K Buy
16,121
+4,573
+40% +$252K 0.04% 335
2023
Q1 		$630K Buy
11,548
+3,031
+36% +$166K 0.04% 349
2022
Q4 		$484K Buy
+8,517
New +$478K 0.03% 396

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Perigon Wealth Management's SPMO Position: Q3 2026 in Review

Perigon Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 39% in Q3 2026, selling an estimated $9.6M and leaving 99,909 shares worth $15.1M. The position accounts for 0.23% of the portfolio, ranked #81.

Perigon Wealth Management first reported a position in SPMO in Q4 2022 and has held it in 16 quarters since. The position peaked at $26.5M in Q2 2026. 489 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Perigon Wealth Management held 99,909 shares of Invesco S&P 500 Momentum ETF worth $15.1M as of Q3 2026.
  • Perigon Wealth Management sold 64,211 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $9.6M.
  • Invesco S&P 500 Momentum ETF made up 0.23% of Perigon Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Perigon Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and has held it in 16 quarters since.
  • Perigon Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $26.5M in Q2 2026.
  • 489 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.