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Private Advisor Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Private Advisor 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
2025
Q3 		– Sell
-1,500
Closed -$34 – 2684
2025
Q2 		$34 Buy
1,500
+500
+50% +$49.9K ﹤0.01% 2473
2025
Q1 		$4.7K Buy
+1,000
New +$97.9K ﹤0.01% 2293

Other funds holding SPMO

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Private Advisor Group's SPMO Position: Q2 2026 in Review

Private Advisor Group reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 2.1% in Q2 2026, selling an estimated $1.67M and leaving 550,659 shares worth $89M. The position accounts for 0.41% of the portfolio, ranked #39.

Private Advisor Group first reported a position in SPMO in Q4 2022 and has held it in 15 quarters since. 330 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Private Advisor Group held 550,659 shares of Invesco S&P 500 Momentum ETF worth $89M as of Q2 2026.
  • Private Advisor Group sold 11,821 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.67M.
  • Invesco S&P 500 Momentum ETF made up 0.41% of Private Advisor Group's portfolio in Q2 2026, its #39 holding.
  • Private Advisor Group first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and has held it in 15 quarters since.
  • 330 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.