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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
Q2 		– Sell
-715
Closed -$80.2K – 2784
2026
Q1 		$80.2K Sell
715
-82
-10% -$9.69K ﹤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

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

Root Financial Partners's SPMO Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026, closing a stake of 715 shares — an estimated $80.2K sold.

Root Financial Partners first reported a position in SPMO in Q3 2025 and held it in 3 quarters. The position peaked at $95.1K in Q4 2025. 330 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 715 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $80.2K.
  • Root Financial Partners first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Invesco S&P 500 Momentum ETF position peaked at $95.1K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.