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

Seros Financial’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 Q3	$27.2M	Buy	179,169 +1,226	+0.7%	+$182K	13.79%	1
2026 Q2	$28.7M	Sell	177,943 -8,613	-5%	-$1.21M	14.97%	1
2026 Q1	$20.9M	Sell	186,556 -36,969	-17%	-$4.37M	13.31%	1
2025 Q4	$26.7M	Buy	223,525 +22,121	+11%	+$2.65M	15.64%	1
2025 Q3	$24.4M	Buy	201,404 +77,643	+63%	+$9.04M	14.75%	1
2025 Q2	$13.9M	Sell	123,761 -11,135	-8%	-$1.11M	8.82%	3
2025 Q1	$12.5M	Buy	134,896 +115,803	+607%	+$11.3M	9.33%	1
2024 Q4	$1.67M	Buy	+19,093	New	+$1.81M	1.5%	16

Other funds holding SPMO

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Seros Financial's SPMO Position: Q3 2026 in Review

Seros Financial increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.69% in Q3 2026, buying an estimated $182K and bringing the position to 179,169 shares worth $27.2M. The position accounts for 13.79% of the portfolio, ranked #1.

Seros Financial first reported a position in SPMO in Q4 2024 and has held it in 8 quarters since. The position peaked at $28.7M in Q2 2026. 262 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Seros Financial held 179,169 shares of Invesco S&P 500 Momentum ETF worth $27.2M as of Q3 2026.
Seros Financial bought 1,226 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $182K.
Invesco S&P 500 Momentum ETF made up 13.79% of Seros Financial's portfolio in Q3 2026, its #1 holding.
Seros Financial first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 8 quarters since.
Seros Financial's Invesco S&P 500 Momentum ETF position peaked at $28.7M in Q2 2026.
262 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Seros Financial's 13F filing for Q3 2026, filed 21 Oct 2026.