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

Segment 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	$344K	Buy	+2,130	New	+$300K	0.02%	258

Other funds holding SPMO

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

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

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

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

Segment Wealth Management opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 2,130 shares worth $344K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings.

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

Segment Wealth Management held 2,130 shares of Invesco S&P 500 Momentum ETF worth $344K as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Segment Wealth Management position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.02% of Segment Wealth Management's portfolio in Q2 2026, its #258 holding.
171 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.