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

Professional 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 		$8.24M Buy
51,034
+2,696
+6% +$380K 1.43% 11
2026
Q1 		$5.42M Sell
48,338
-315
-0.6% -$37.2K 1.1% 13
2025
Q4 		$5.81M Sell
48,653
-1,115
-2% -$134K 1.19% 14
2025
Q3 		$6.02M Buy
49,768
+1,509
+3% +$176K 1.27% 11
2025
Q2 		$5.43M Buy
48,259
+805
+2% +$80.4K 1.26% 11
2025
Q1 		$4.39M Sell
47,454
-680
-1% -$66.5K 1.12% 15
2024
Q4 		$4.57M Buy
48,134
+1,226
+3% +$116K 1.17% 12
2024
Q3 		$4.25M Buy
46,908
+462
+1% +$40.4K 1.1% 18
2024
Q2 		$4.06M Sell
46,446
-654
-1% -$53.1K 1.12% 16
2024
Q1 		$3.78M Sell
47,100
-1,632
-3% -$120K 1.08% 18
2023
Q4 		$3.19M Buy
48,732
+1,259
+3% +$76.1K 1.06% 17
2023
Q3 		$2.72M Buy
47,473
+2,063
+5% +$119K 1.23% 17
2023
Q2 		$2.54M Sell
45,410
-12,691
-22% -$700K 1.31% 14
2023
Q1 		$3.55M Buy
58,101
+14,149
+32% +$776K 2.1% 8
2022
Q4 		$2.5M Buy
43,952
+1,019
+2% +$57.2K 1.69% 12
2022
Q3 		$2.16M Buy
42,933
+415
+1% +$22.5K 1.33% 14
2022
Q2 		$2.21M Sell
42,518
-15,583
-27% -$877K 1.23% 16
2022
Q1 		$3.55M Buy
58,101
+43
+0.1% +$2.6K 1.53% 14
2021
Q4 		$3.75M Buy
58,058
+275
+0.5% +$17.6K 1.62% 12
2021
Q3 		$3.49M Buy
57,783
+1,791
+3% +$110K 2% 8
2021
Q2 		$3.32M Buy
55,992
+3,432
+7% +$191K 1.83% 9
2021
Q1 		$2.79M Buy
52,560
+18,133
+53% +$963K 1.73% 10
2020
Q4 		$1.82M Buy
34,427
+2,730
+9% +$140K 1.44% 14
2020
Q3 		$1.52M Sell
31,697
-1,938
-6% -$92.6K 1.41% 14
2020
Q2 		$1.47M Sell
33,635
-4,837
-13% -$198K 1.93% 12
2020
Q1 		$1.54M Sell
38,472
-37,136
-49% -$1.52M 2.78% 11
2019
Q4 		$3.17M Buy
+75,608
New +$3.08M 3.01% 11

Other funds holding SPMO

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
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Professional Financial Advisors's SPMO Position: Q2 2026 in Review

Professional Financial Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 5.6% in Q2 2026, buying an estimated $380K and bringing the position to 51,034 shares worth $8.24M. The position accounts for 1.43% of the portfolio, ranked #11.

Professional Financial Advisors first reported a position in SPMO in Q4 2019 and has held it in 27 quarters since. 130 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Professional Financial Advisors held 51,034 shares of Invesco S&P 500 Momentum ETF worth $8.24M as of Q2 2026.
  • Professional Financial Advisors bought 2,696 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $380K.
  • Invesco S&P 500 Momentum ETF made up 1.43% of Professional Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Professional Financial Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2019 and has held it in 27 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.