Providence First Trust’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Providence First Trust’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	$436K	Sell	2,700 -2,200	-45%	-$310K	0.12%	154
2026 Q1	$549K	Hold	4,900	–	–	0.19%	115
2025 Q4	$585K	Buy	4,900 +1,000	+26%	+$120K	0.2%	104
2025 Q3	$472K	Buy	+3,900	New	+$454K	0.16%	86

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

Providence First Trust's SPMO Position: Q2 2026 in Review

Providence First Trust reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 45% in Q2 2026, selling an estimated $310K and leaving 2,700 shares worth $436K. The position accounts for 0.12% of the portfolio, ranked #154.

Providence First Trust first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $585K in Q4 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Providence First Trust held 2,700 shares of Invesco S&P 500 Momentum ETF worth $436K as of Q2 2026.
Providence First Trust sold 2,200 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $310K.
Invesco S&P 500 Momentum ETF made up 0.12% of Providence First Trust's portfolio in Q2 2026, its #154 holding.
Providence First Trust first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
Providence First Trust's Invesco S&P 500 Momentum ETF position peaked at $585K in Q4 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Providence First Trust's 13F filing for Q2 2026, filed 27 Jul 2026.