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

RWA Wealth 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	$934K	Sell	5,779 -236	-4%	-$33.3K	0.01%	363
2026 Q1	$674K	Sell	6,015 -8,968	-60%	-$1.06M	0.01%	405
2025 Q4	$1.79M	Sell	14,983 -777	-5%	-$93.1K	0.02%	272
2025 Q3	$1.91M	Buy	15,760 +6	+0%	+$699	0.02%	262
2025 Q2	$1.77M	Buy	15,754 +7,318	+87%	+$731K	0.02%	261
2025 Q1	$781K	Buy	+8,436	New	+$826K	0.01%	359

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

RWA Wealth Partners's SPMO Position: Q2 2026 in Review

RWA Wealth Partners reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 3.9% in Q2 2026, selling an estimated $33.3K and leaving 5,779 shares worth $934K. The position accounts for 0.01% of the portfolio, ranked #363.

RWA Wealth Partners first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.91M in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

RWA Wealth Partners held 5,779 shares of Invesco S&P 500 Momentum ETF worth $934K as of Q2 2026.
RWA Wealth Partners sold 236 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $33.3K.
Invesco S&P 500 Momentum ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #363 holding.
RWA Wealth Partners first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
RWA Wealth Partners's Invesco S&P 500 Momentum ETF position peaked at $1.91M in Q3 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.