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

Resurgent Financial Advisors’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	$1.37M	Buy	8,467 +4,792	+130%	+$675K	0.38%	59
2026 Q1	$412K	Buy	3,675 +202	+6%	+$23.9K	0.15%	166
2025 Q4	$414K	Buy	3,473 +1,215	+54%	+$146K	0.21%	137
2025 Q3	$273K	Sell	2,258 -87	-4%	-$10.1K	0.13%	177
2025 Q2	$264K	Buy	2,345 +9	+0.4%	+$898	0.14%	158
2025 Q1	$216K	Buy	2,336 +61	+3%	+$5.97K	0.13%	170
2024 Q4	$216K	Buy	+2,275	New	+$216K	0.13%	168

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

Resurgent Financial Advisors's SPMO Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 130% in Q2 2026, buying an estimated $675K and bringing the position to 8,467 shares worth $1.37M. The position accounts for 0.38% of the portfolio, ranked #59.

Resurgent Financial Advisors first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Resurgent Financial Advisors held 8,467 shares of Invesco S&P 500 Momentum ETF worth $1.37M as of Q2 2026.
Resurgent Financial Advisors bought 4,792 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $675K.
Invesco S&P 500 Momentum ETF made up 0.38% of Resurgent Financial Advisors's portfolio in Q2 2026, its #59 holding.
Resurgent Financial Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.