Root Financial Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Root Financial Partners’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 Q3	$138K	Buy	+913	New	+$136K	﹤0.01%	584
2026 Q2	–	Sell	-715	Closed	-$80.2K	–	2784
2026 Q1	$80.2K	Sell	715 -82	-10%	-$9.7K	﹤0.01%	660
2025 Q4	$95.1K	Buy	797 +135	+20%	+$16.2K	﹤0.01%	483
2025 Q3	$80.1K	Buy	+662	New	+$77.1K	﹤0.01%	513

Other funds holding SPMO

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Root Financial Partners's SPMO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q3 2026: 913 shares worth $138K. The stake represents ﹤0.01% of the portfolio and ranks #584 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPMO as recently as Q1 2026.

Root Financial Partners first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. 328 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Root Financial Partners held 913 shares of Invesco S&P 500 Momentum ETF worth $138K as of Q3 2026.
Invesco S&P 500 Momentum ETF was a new Root Financial Partners position in Q3 2026.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #584 holding.
Root Financial Partners first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
328 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.