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

Petra 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	$2.61M	Sell	16,138 -2,160	-12%	-$304K	1.21%	13
2026 Q1	$2.05M	Buy	18,298 +47	+0.3%	+$5.55K	1.27%	15
2025 Q4	$2.18M	Buy	18,251 +5,587	+44%	+$670K	1.28%	13
2025 Q3	$1.53M	Buy	12,664 +2,635	+26%	+$307K	0.89%	28
2025 Q2	$1.13M	Buy	10,029 +6,756	+206%	+$674K	0.72%	38
2025 Q1	$303K	Sell	3,273 -2,663	-45%	-$261K	0.25%	87
2024 Q4	$564K	Buy	+5,936	New	+$563K	0.38%	71

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

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

Petra Financial Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 12% in Q2 2026, selling an estimated $304K and leaving 16,138 shares worth $2.61M. The position accounts for 1.21% of the portfolio, ranked #13.

Petra Financial Advisors first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Petra Financial Advisors held 16,138 shares of Invesco S&P 500 Momentum ETF worth $2.61M as of Q2 2026.
Petra Financial Advisors sold 2,160 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $304K.
Invesco S&P 500 Momentum ETF made up 1.21% of Petra Financial Advisors's portfolio in Q2 2026, its #13 holding.
Petra Financial Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.