Sequent Planning’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Sequent Planning’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	$417K	Sell	2,583 -153	-6%	-$21.6K	0.09%	165
2026 Q1	$307K	Buy	2,736 +502	+22%	+$59.3K	0.07%	174
2025 Q4	$267K	Sell	2,234 -1,750	-44%	-$210K	0.07%	184
2025 Q3	$482K	Buy	3,984 +225	+6%	+$26.2K	0.14%	121
2025 Q2	$423K	Buy	3,759 +132	+4%	+$13.2K	0.13%	102
2025 Q1	$336K	Sell	3,627 -233	-6%	-$22.8K	0.12%	107
2024 Q4	$367K	Sell	3,860 -3,733	-49%	-$354K	0.13%	103
2024 Q3	$688K	Sell	7,593 -5,002	-40%	-$438K	0.24%	78
2024 Q2	$1.11M	Sell	12,595 -108	-0.9%	-$8.77K	0.38%	43
2024 Q1	$1.02M	Buy	+12,703	New	+$936K	0.37%	47

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

Sequent Planning's SPMO Position: Q2 2026 in Review

Sequent Planning reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 5.6% in Q2 2026, selling an estimated $21.6K and leaving 2,583 shares worth $417K. The position accounts for 0.09% of the portfolio, ranked #165.

Sequent Planning first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q2 2024. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Sequent Planning held 2,583 shares of Invesco S&P 500 Momentum ETF worth $417K as of Q2 2026.
Sequent Planning sold 153 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $21.6K.
Invesco S&P 500 Momentum ETF made up 0.09% of Sequent Planning's portfolio in Q2 2026, its #165 holding.
Sequent Planning first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's Invesco S&P 500 Momentum ETF position peaked at $1.11M in Q2 2024.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.