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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
Q1 		$441K Buy
+3,935
New +$465K 0.03% 302

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's SPMO Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q1 2026: 3,935 shares worth $441K. The stake represents 0.03% of the portfolio and ranks #302 among its holdings.

648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 3,935 shares of Invesco S&P 500 Momentum ETF worth $441K as of Q1 2026.
  • Invesco S&P 500 Momentum ETF was a new Pinnacle Wealth Management Advisory Group position in Q1 2026.
  • Invesco S&P 500 Momentum ETF made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #302 holding.
  • 648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.