Prospera Financial Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Prospera Financial Services’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	$2.24M	Buy	13,863 +1,911	+16%	+$269K	0.03%	487
2026 Q1	$1.34M	Buy	11,952 +2,298	+24%	+$272K	0.02%	613
2025 Q4	$1.15M	Sell	9,654 -345	-3%	-$41.3K	0.02%	634
2025 Q3	$1.21M	Buy	9,999 +3,530	+55%	+$411K	0.02%	611
2025 Q2	$728K	Buy	+6,469	New	+$646K	0.01%	769

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

Prospera Financial Services's SPMO Position: Q2 2026 in Review

Prospera Financial Services increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 16% in Q2 2026, buying an estimated $269K and bringing the position to 13,863 shares worth $2.24M. The position accounts for 0.03% of the portfolio, ranked #487.

Prospera Financial Services first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Prospera Financial Services held 13,863 shares of Invesco S&P 500 Momentum ETF worth $2.24M as of Q2 2026.
Prospera Financial Services bought 1,911 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $269K.
Invesco S&P 500 Momentum ETF made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #487 holding.
Prospera Financial Services first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.