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

Plante Moran 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 		$6.14K Buy
+38
New +$5.36K ﹤0.01% 617
2026
Q1 		– Sell
-186
Closed -$22.2K – 853
2025
Q4 		$22.2K Buy
+186
New +$22.3K ﹤0.01% 435

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plante Moran Financial Advisors's SPMO Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 38 shares worth $6.14K. The stake represents ﹤0.01% of the portfolio and ranks #617 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in SPMO as recently as Q4 2025.

Plante Moran Financial Advisors first reported a position in SPMO in Q4 2025 and has held it in 2 quarters since. The position peaked at $22.2K in Q4 2025. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Plante Moran Financial Advisors held 38 shares of Invesco S&P 500 Momentum ETF worth $6.14K as of Q2 2026.
  • Invesco S&P 500 Momentum ETF was a new Plante Moran Financial Advisors position in Q2 2026.
  • Invesco S&P 500 Momentum ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #617 holding.
  • Plante Moran Financial Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's Invesco S&P 500 Momentum ETF position peaked at $22.2K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.