Prota Financial
SPMO icon

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

Prota Financial’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
Q3 		$3.76M Buy
24,646
+3,947
+19% +$587K 2.41% 19
2026
Q2 		$3.21M Buy
20,699
+2,098
+11% +$296K 2.12% 19
2026
Q1 		$2.09M Buy
+18,601
New +$2.2M 1.51% 16

Other funds holding SPMO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Prota Financial's SPMO Position: Q3 2026 in Review

Prota Financial increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 19% in Q3 2026, buying an estimated $587K and bringing the position to 24,646 shares worth $3.76M. The position accounts for 2.41% of the portfolio, ranked #19.

Prota Financial first reported a position in SPMO in Q1 2026 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Prota Financial held 24,646 shares of Invesco S&P 500 Momentum ETF worth $3.76M as of Q3 2026.
  • Prota Financial bought 3,947 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $587K.
  • Invesco S&P 500 Momentum ETF made up 2.41% of Prota Financial's portfolio in Q3 2026, its #19 holding.
  • Prota Financial first reported a position in Invesco S&P 500 Momentum ETF in Q1 2026 and has held it in 3 quarters since.
  • 226 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.