Pinnacle Wealth Management Advisory Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$636K	Hold	3,935	–	–	0.04%	240
2026 Q1	$441K	Buy	+3,935	New	+$465K	0.03%	302

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 22.9% 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

Pinnacle Wealth Management Advisory Group's SPMO Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 3,935 shares worth $636K. The position accounts for 0.04% of the portfolio, ranked #240.

Pinnacle Wealth Management Advisory Group first reported a position in SPMO in Q1 2026 and has held it in 2 quarters since. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 3,935 shares of Invesco S&P 500 Momentum ETF worth $636K as of Q2 2026.
Pinnacle Wealth Management Advisory Group left its Invesco S&P 500 Momentum ETF share count unchanged in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #240 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Invesco S&P 500 Momentum ETF in Q1 2026 and has held it in 2 quarters since.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.