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Sequoia Financial Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Sequoia Financial 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 		$375K Buy
+2,323
New +$327K ﹤0.01% 1521

Other funds holding SPMO

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TF
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
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 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
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Sequoia Financial Advisors's SPMO Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 2,323 shares worth $375K. The stake represents ﹤0.01% of the portfolio and ranks #1521 among its holdings.

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

  • Sequoia Financial Advisors held 2,323 shares of Invesco S&P 500 Momentum ETF worth $375K as of Q2 2026.
  • Invesco S&P 500 Momentum ETF was a new Sequoia Financial Advisors position in Q2 2026.
  • Invesco S&P 500 Momentum ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1521 holding.
  • 212 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.