Sarver Vrooman Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Sarver Vrooman Wealth Advisors’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	$189K	Hold	1,216	–	–	0.11%	23
2026 Q1	$136K	Hold	1,216	–	–	0.08%	26
2025 Q4	$145K	Hold	1,216	–	–	0.09%	25
2025 Q3	$147K	Hold	1,216	–	–	0.09%	24
2025 Q2	$137K	Hold	1,216	–	–	0.09%	22
2025 Q1	$113K	Buy	+1,216	New	+$119K	0.07%	20

Other funds holding SPMO

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's SPMO Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 1,216 shares worth $189K. The position accounts for 0.11% of the portfolio, ranked #23.

Sarver Vrooman Wealth Advisors first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. 195 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Sarver Vrooman Wealth Advisors held 1,216 shares of Invesco S&P 500 Momentum ETF worth $189K as of Q2 2026.
Sarver Vrooman Wealth Advisors left its Invesco S&P 500 Momentum ETF share count unchanged in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.11% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Sarver Vrooman Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
195 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.