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

PFG 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 Q3	$4.82M	Sell	31,787 -15,743	-33%	-$2.34M	0.25%	96
2026 Q2	$5.87M	Buy	47,530 +14,537	+44%	+$2.05M	0.3%	70
2026 Q1	$3.7M	Sell	32,993 -1,007	-3%	-$119K	0.18%	138
2025 Q4	$4.06M	Buy	34,000 +16,375	+93%	+$1.96M	0.2%	119
2025 Q3	$2.13M	Buy	17,625 +3,320	+23%	+$387K	0.09%	266
2025 Q2	$1.61M	Buy	14,305 +2,032	+17%	+$203K	0.07%	231
2025 Q1	$1.14M	Buy	12,273 +1,338	+12%	+$131K	0.06%	309
2024 Q4	$1.04M	Buy	10,935 +3,068	+39%	+$291K	0.06%	296
2024 Q3	$713K	Buy	7,867 +624	+9%	+$54.6K	0.05%	364
2024 Q2	$633K	Buy	7,243 +1,766	+32%	+$143K	0.04%	382
2024 Q1	$439K	Buy	+5,477	New	+$403K	0.03%	428

Other funds holding SPMO

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

PFG Advisors's SPMO Position: Q3 2026 in Review

PFG Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 33% in Q3 2026, selling an estimated $2.34M and leaving 31,787 shares worth $4.82M. The position accounts for 0.25% of the portfolio, ranked #96.

PFG Advisors first reported a position in SPMO in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.87M in Q2 2026. 328 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

PFG Advisors held 31,787 shares of Invesco S&P 500 Momentum ETF worth $4.82M as of Q3 2026.
PFG Advisors sold 15,743 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $2.34M.
Invesco S&P 500 Momentum ETF made up 0.25% of PFG Advisors's portfolio in Q3 2026, its #96 holding.
PFG Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 11 quarters since.
PFG Advisors's Invesco S&P 500 Momentum ETF position peaked at $5.87M in Q2 2026.
328 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.