Roger Wittlin Investment Advisory’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Roger Wittlin Investment Advisory’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	$2.05M	Buy	12,687 +7,136	+129%	+$1.01M	1.61%	14
2026 Q1	$622K	Sell	5,551 -1,638	-23%	-$194K	0.51%	27
2025 Q4	$858K	Sell	7,189 -3,631	-34%	-$435K	0.6%	26
2025 Q3	$1.31M	Sell	10,820 -2,352	-18%	-$274K	0.73%	25
2025 Q2	$1.48M	Buy	+13,172	New	+$1.31M	0.83%	23

Other funds holding SPMO

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Roger Wittlin Investment Advisory's SPMO Position: Q2 2026 in Review

Roger Wittlin Investment Advisory increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 129% in Q2 2026, buying an estimated $1.01M and bringing the position to 12,687 shares worth $2.05M. The position accounts for 1.61% of the portfolio, ranked #14.

Roger Wittlin Investment Advisory first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Roger Wittlin Investment Advisory held 12,687 shares of Invesco S&P 500 Momentum ETF worth $2.05M as of Q2 2026.
Roger Wittlin Investment Advisory bought 7,136 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.01M.
Invesco S&P 500 Momentum ETF made up 1.61% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #14 holding.
Roger Wittlin Investment Advisory first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
245 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.