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

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

RDA Financial Network's SPMO Position: Q2 2026 in Review

RDA Financial Network reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 29% in Q2 2026, selling an estimated $317K and leaving 5,518 shares worth $891K. The position accounts for 0.19% of the portfolio, ranked #110.

RDA Financial Network first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

RDA Financial Network held 5,518 shares of Invesco S&P 500 Momentum ETF worth $891K as of Q2 2026.
RDA Financial Network sold 2,247 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $317K.
Invesco S&P 500 Momentum ETF made up 0.19% of RDA Financial Network's portfolio in Q2 2026, its #110 holding.
RDA Financial Network first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.