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

RDA Financial Network’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	$891K	Sell	5,518 -2,247	-29%	-$317K	0.19%	110
2026 Q1	$871K	Buy	7,765 +3,138	+68%	+$371K	0.22%	109
2025 Q4	$552K	Buy	4,627 +725	+19%	+$86.9K	0.13%	142
2025 Q3	$472K	Sell	3,902 -129	-3%	-$15K	0.12%	154
2025 Q2	$453K	Buy	4,031 +53	+1%	+$5.29K	0.12%	152
2025 Q1	$368K	Sell	3,978 -228	-5%	-$22.3K	0.11%	162
2024 Q4	$400K	Buy	+4,206	New	+$399K	0.12%	157

Other funds holding SPMO

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return