Planning Alternatives’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Planning Alternatives’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	$121M	Buy	751,352 +6,943	+0.9%	+$979K	13.01%	2
2026 Q1	$83.5M	Buy	744,409 +138,915	+23%	+$16.4M	10.77%	3
2025 Q4	$72.2M	Buy	605,494 +6,314	+1%	+$757K	9.1%	4
2025 Q3	$72.5M	Buy	599,180 +6,271	+1%	+$730K	9.31%	4
2025 Q2	$66.7M	Buy	592,909 +235,934	+66%	+$23.6M	9.28%	4
2025 Q1	$33M	Buy	+356,975	New	+$34.9M	5.06%	6

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

Planning Alternatives's SPMO Position: Q2 2026 in Review

Planning Alternatives increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.93% in Q2 2026, buying an estimated $979K and bringing the position to 751,352 shares worth $121M. The position accounts for 13.01% of the portfolio, ranked #2.

Planning Alternatives first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Planning Alternatives held 751,352 shares of Invesco S&P 500 Momentum ETF worth $121M as of Q2 2026.
Planning Alternatives bought 6,943 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $979K.
Invesco S&P 500 Momentum ETF made up 13.01% of Planning Alternatives's portfolio in Q2 2026, its #2 holding.
Planning Alternatives first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.