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 Q2	$390K	Hold	2,415	–	–	0.18%	90
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 $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

Primoris Wealth Advisors's SPMO Position: Q2 2026 in Review

Primoris Wealth Advisors held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 2,415 shares worth $390K. The position accounts for 0.18% of the portfolio, ranked #90.

Primoris Wealth Advisors first reported a position in SPMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.17M in Q1 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Primoris Wealth Advisors held 2,415 shares of Invesco S&P 500 Momentum ETF worth $390K as of Q2 2026.
Primoris Wealth Advisors left its Invesco S&P 500 Momentum ETF share count unchanged in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.18% of Primoris Wealth Advisors's portfolio in Q2 2026, its #90 holding.
Primoris Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 8 quarters since.
Primoris Wealth Advisors's Invesco S&P 500 Momentum ETF position peaked at $5.17M in Q1 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.