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RMR Wealth Builders’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

RMR Wealth Builders’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
Q1 		– Sell
-2,059
Closed -$246K – 288
2025
Q4 		$246K Buy
2,059
+341
+20% +$40.9K 0.02% 251
2025
Q3 		$208K Buy
+1,718
New +$200K 0.02% 275

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RMR Wealth Builders's SPMO Position: Q1 2026 in Review

RMR Wealth Builders sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2026, closing a stake of 2,059 shares — an estimated $246K sold.

RMR Wealth Builders first reported a position in SPMO in Q3 2025 and held it in 2 quarters. The position peaked at $246K in Q4 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • RMR Wealth Builders reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • RMR Wealth Builders sold 2,059 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $246K.
  • RMR Wealth Builders first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and held it in 2 quarters.
  • RMR Wealth Builders's Invesco S&P 500 Momentum ETF position peaked at $246K in Q4 2025.
  • 648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.