Security Financial Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Security Financial Services’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	$10.6M	Sell	65,651 -19,678	-23%	-$2.77M	1.47%	20
2026 Q1	$9.57M	Buy	85,329 +2,035	+2%	+$240K	1.51%	19
2025 Q4	$9.94M	Buy	83,294 +31,639	+61%	+$3.79M	1.56%	19
2025 Q3	$6.25M	Sell	51,655 -1,511	-3%	-$176K	1.01%	32
2025 Q2	$5.98M	Sell	53,166 -1,285	-2%	-$128K	1.06%	31
2025 Q1	$5.04M	Buy	54,451 +159	+0.3%	+$15.6K	1%	31
2024 Q4	$5.16M	Buy	+54,292	New	+$5.15M	1.05%	26

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

Security Financial Services's SPMO Position: Q2 2026 in Review

Security Financial Services reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 23% in Q2 2026, selling an estimated $2.77M and leaving 65,651 shares worth $10.6M. The position accounts for 1.47% of the portfolio, ranked #20.

Security Financial Services first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Security Financial Services held 65,651 shares of Invesco S&P 500 Momentum ETF worth $10.6M as of Q2 2026.
Security Financial Services sold 19,678 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $2.77M.
Invesco S&P 500 Momentum ETF made up 1.47% of Security Financial Services's portfolio in Q2 2026, its #20 holding.
Security Financial Services first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.