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

Schwallier Wealth Management’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	$4.91M	Buy	+30,405	New	+$4.29M	3.1%	12

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

Schwallier Wealth Management's SPMO Position: Q2 2026 in Review

Schwallier Wealth Management opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 30,405 shares worth $4.91M. The stake represents 3.1% of the portfolio and ranks #12 among its holdings.

764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Schwallier Wealth Management held 30,405 shares of Invesco S&P 500 Momentum ETF worth $4.91M as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Schwallier Wealth Management position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 3.1% of Schwallier Wealth Management's portfolio in Q2 2026, its #12 holding.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.