Quantum Financial Partners
SPMO icon

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

Quantum Financial Partners’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 		$477K Buy
3,150
+725
+30% +$108K 0.25% 83
2026
Q2 		$392K Buy
+2,425
New +$342K 0.2% 91

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Quantum Financial Partners's SPMO Position: Q3 2026 in Review

Quantum Financial Partners increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 30% in Q3 2026, buying an estimated $108K and bringing the position to 3,150 shares worth $477K. The position accounts for 0.25% of the portfolio, ranked #83.

Quantum Financial Partners first reported a position in SPMO in Q2 2026 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Quantum Financial Partners held 3,150 shares of Invesco S&P 500 Momentum ETF worth $477K as of Q3 2026.
  • Quantum Financial Partners bought 725 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $108K.
  • Invesco S&P 500 Momentum ETF made up 0.25% of Quantum Financial Partners's portfolio in Q3 2026, its #83 holding.
  • Quantum Financial Partners first reported a position in Invesco S&P 500 Momentum ETF in Q2 2026 and has held it in 2 quarters since.
  • 451 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.