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

Rollins 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	$14.3M	Buy	88,256 +12,305	+16%	+$1.73M	1.88%	14
2026 Q1	$8.51M	Buy	75,951 +2,970	+4%	+$351K	1.35%	19
2025 Q4	$8.71M	Buy	72,981 +11,078	+18%	+$1.33M	1.28%	18
2025 Q3	$7.49M	Buy	61,903 +6,078	+11%	+$708K	1.13%	20
2025 Q2	$6.28M	Buy	55,825 +44,002	+372%	+$4.39M	1%	21
2025 Q1	$1.09M	Buy	+11,823	New	+$1.16M	0.19%	59

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

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

Rollins Financial Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 16% in Q2 2026, buying an estimated $1.73M and bringing the position to 88,256 shares worth $14.3M. The position accounts for 1.88% of the portfolio, ranked #14.

Rollins Financial Advisors first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Rollins Financial Advisors held 88,256 shares of Invesco S&P 500 Momentum ETF worth $14.3M as of Q2 2026.
Rollins Financial Advisors bought 12,305 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.73M.
Invesco S&P 500 Momentum ETF made up 1.88% of Rollins Financial Advisors's portfolio in Q2 2026, its #14 holding.
Rollins Financial Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.