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

Primoris Wealth 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 Q1	$271K	Sell	2,415 -125	-5%	-$14.8K	0.19%	79
2025 Q4	$303K	Sell	2,540 -89	-3%	-$10.7K	0.18%	89
2025 Q3	$318K	Buy	2,629 +14	+0.5%	+$1.63K	0.2%	80
2025 Q2	$294K	Sell	2,615 -53,256	-95%	-$5.32M	0.2%	80
2025 Q1	$5.17M	Buy	55,871 +52,771	+1,702%	+$5.16M	4%	4
2024 Q4	$295K	Sell	3,100 -100	-3%	-$9.48K	0.22%	74
2024 Q3	$290K	Buy	+3,200	New	+$280K	0.21%	86

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Primoris Wealth Advisors's SPMO Position: Q1 2026 in Review

Primoris Wealth Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 4.9% in Q1 2026, selling an estimated $14.8K and leaving 2,415 shares worth $271K. The position accounts for 0.19% of the portfolio, ranked #79.

Primoris Wealth Advisors first reported a position in SPMO in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.17M in Q1 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Primoris Wealth Advisors held 2,415 shares of Invesco S&P 500 Momentum ETF worth $271K as of Q1 2026.
Primoris Wealth Advisors sold 125 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $14.8K.
Invesco S&P 500 Momentum ETF made up 0.19% of Primoris Wealth Advisors's portfolio in Q1 2026, its #79 holding.
Primoris Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 7 quarters since.
Primoris Wealth Advisors's Invesco S&P 500 Momentum ETF position peaked at $5.17M in Q1 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.