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

Sagespring 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 		$1.92M Buy
11,895
+1,543
+15% +$218K 0.03% 222
2026
Q1 		$1.16M Buy
10,352
+235
+2% +$27.8K 0.02% 288
2025
Q4 		$1.21M Sell
10,117
-20,484
-67% -$2.45M 0.02% 273
2025
Q3 		$3.7M Buy
30,601
+3,381
+12% +$394K 0.07% 133
2025
Q2 		$3.06M Buy
+27,220
New +$2.72M 0.07% 141

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWP
Perfromance Wealth Partners Hinsdale, Illinois $4.03B AUM 33.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Sagespring Wealth Partners increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 15% in Q2 2026, buying an estimated $218K and bringing the position to 11,895 shares worth $1.92M. The position accounts for 0.03% of the portfolio, ranked #222.

Sagespring Wealth Partners first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.7M in Q3 2025. 534 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Sagespring Wealth Partners held 11,895 shares of Invesco S&P 500 Momentum ETF worth $1.92M as of Q2 2026.
  • Sagespring Wealth Partners bought 1,543 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $218K.
  • Invesco S&P 500 Momentum ETF made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #222 holding.
  • Sagespring Wealth Partners first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's Invesco S&P 500 Momentum ETF position peaked at $3.7M in Q3 2025.
  • 534 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.