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Richmond Investment Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Richmond Investment Services’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 		$475K Buy
+2,941
New +$415K 0.15% 79
2025
Q3 		– Sell
-2,374
Closed -$267K – 232
2025
Q2 		$267K Sell
2,374
-358
-13% -$35.7K 0.06% 174
2025
Q1 		$253K Sell
2,732
-93
-3% -$9.1K 0.14% 93
2024
Q4 		$268K Buy
+2,825
New +$268K 0.15% 86

Other funds holding SPMO

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Richmond Investment Services's SPMO Position: Q2 2026 in Review

Richmond Investment Services opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 2,941 shares worth $475K. The stake represents 0.15% of the portfolio and ranks #79 among its holdings. This is a return to the name: Richmond Investment Services previously reported a position in SPMO as recently as Q2 2025.

Richmond Investment Services first reported a position in SPMO in Q4 2024 and has held it in 4 quarters since. 273 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Richmond Investment Services held 2,941 shares of Invesco S&P 500 Momentum ETF worth $475K as of Q2 2026.
  • Invesco S&P 500 Momentum ETF was a new Richmond Investment Services position in Q2 2026.
  • Invesco S&P 500 Momentum ETF made up 0.15% of Richmond Investment Services's portfolio in Q2 2026, its #79 holding.
  • Richmond Investment Services first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 4 quarters since.
  • 273 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.