Private Wealth Asset Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Private Wealth Asset Management’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	$323K	Buy	2,000 +50	+3%	+$7.05K	0.03%	226
2026 Q1	$219K	Sell	1,950 -1,188	-38%	-$140K	0.02%	253
2025 Q4	$374K	Buy	+3,138	New	+$376K	0.04%	196

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

Private Wealth Asset Management's SPMO Position: Q2 2026 in Review

Private Wealth Asset Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 2.6% in Q2 2026, buying an estimated $7.05K and bringing the position to 2,000 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #226.

Private Wealth Asset Management first reported a position in SPMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $374K in Q4 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Private Wealth Asset Management held 2,000 shares of Invesco S&P 500 Momentum ETF worth $323K as of Q2 2026.
Private Wealth Asset Management bought 50 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $7.05K.
Invesco S&P 500 Momentum ETF made up 0.03% of Private Wealth Asset Management's portfolio in Q2 2026, its #226 holding.
Private Wealth Asset Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 3 quarters since.
Private Wealth Asset Management's Invesco S&P 500 Momentum ETF position peaked at $374K in Q4 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.