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

RVW Wealth’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	$41.3M	Buy	272,587 +13,340	+5%	+$1.98M	2.65%	11
2026 Q2	$41.9M	Buy	259,247 +12,038	+5%	+$1.7M	2.76%	10
2026 Q1	$27.7M	Buy	247,209 +8,323	+3%	+$984K	2.16%	14
2025 Q4	$28.5M	Buy	238,886 +3,007	+1%	+$360K	2.18%	13
2025 Q3	$28.6M	Buy	235,879 +9,872	+4%	+$1.15M	2.23%	11
2025 Q2	$25.4M	Buy	226,007 +25,556	+13%	+$2.55M	2.16%	13
2025 Q1	$18.5M	Buy	200,451 +136,498	+213%	+$13.4M	1.75%	20
2024 Q4	$6.08M	Buy	63,953 +19,016	+42%	+$1.8M	0.57%	36
2024 Q3	$4.07M	Buy	44,937 +30,489	+211%	+$2.67M	0.38%	39
2024 Q2	$1.26M	Buy	+14,448	New	+$1.17M	0.13%	57

Other funds holding SPMO

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

TGY2IT

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

WMWM

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

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

RVW Wealth's SPMO Position: Q3 2026 in Review

RVW Wealth increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 5.1% in Q3 2026, buying an estimated $1.98M and bringing the position to 272,587 shares worth $41.3M. The position accounts for 2.65% of the portfolio, ranked #11.

RVW Wealth first reported a position in SPMO in Q2 2024 and has held it in 10 quarters since. The position peaked at $41.9M in Q2 2026. 76 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

RVW Wealth held 272,587 shares of Invesco S&P 500 Momentum ETF worth $41.3M as of Q3 2026.
RVW Wealth bought 13,340 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $1.98M.
Invesco S&P 500 Momentum ETF made up 2.65% of RVW Wealth's portfolio in Q3 2026, its #11 holding.
RVW Wealth first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 10 quarters since.
RVW Wealth's Invesco S&P 500 Momentum ETF position peaked at $41.9M in Q2 2026.
76 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.