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

Perspective 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	$9.14M	Buy	56,556 +9,534	+20%	+$1.34M	5.02%	5
2026 Q1	$5.27M	Buy	47,022 +6,721	+17%	+$794K	3.42%	10
2025 Q4	$4.81M	Buy	+40,301	New	+$4.83M	3.42%	10

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

Perspective Wealth Advisors's SPMO Position: Q2 2026 in Review

Perspective Wealth Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 20% in Q2 2026, buying an estimated $1.34M and bringing the position to 56,556 shares worth $9.14M. The position accounts for 5.02% of the portfolio, ranked #5.

Perspective Wealth Advisors first reported a position in SPMO in Q4 2025 and has held it in 3 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Perspective Wealth Advisors held 56,556 shares of Invesco S&P 500 Momentum ETF worth $9.14M as of Q2 2026.
Perspective Wealth Advisors bought 9,534 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.34M.
Invesco S&P 500 Momentum ETF made up 5.02% of Perspective Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Perspective Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 3 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.