SHJ
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Sharkey, Howes & Javer’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Sharkey, Howes & Javer’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 		$3.55M Sell
21,946
-3,348
-13% -$472K 0.43% 35
2026
Q1 		$2.84M Buy
25,294
+3,054
+14% +$361K 0.38% 41
2025
Q4 		$2.65M Buy
22,240
+11,232
+102% +$1.35M 0.34% 49
2025
Q3 		$1.33M Buy
11,008
+6,587
+149% +$767K 0.17% 71
2025
Q2 		$497K Buy
+4,421
New +$441K 0.07% 111

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sharkey, Howes & Javer's SPMO Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 13% in Q2 2026, selling an estimated $472K and leaving 21,946 shares worth $3.55M. The position accounts for 0.43% of the portfolio, ranked #35.

Sharkey, Howes & Javer first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Sharkey, Howes & Javer held 21,946 shares of Invesco S&P 500 Momentum ETF worth $3.55M as of Q2 2026.
  • Sharkey, Howes & Javer sold 3,348 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $472K.
  • Invesco S&P 500 Momentum ETF made up 0.43% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #35 holding.
  • Sharkey, Howes & Javer first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
  • 764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.