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

Sheets Smith 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	$565K	Sell	3,495 -1,600	-31%	-$226K	0.06%	283
2026 Q1	$571K	Buy	5,095 +819	+19%	+$96.8K	0.06%	268
2025 Q4	$510K	Sell	4,276 -86	-2%	-$10.3K	0.06%	270
2025 Q3	$528K	Hold	4,362	–	–	0.06%	276
2025 Q2	$491K	Buy	+4,362	New	+$435K	0.06%	287

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

Sheets Smith Wealth Management's SPMO Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 31% in Q2 2026, selling an estimated $226K and leaving 3,495 shares worth $565K. The position accounts for 0.06% of the portfolio, ranked #283.

Sheets Smith Wealth Management first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $571K in Q1 2026. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Sheets Smith Wealth Management held 3,495 shares of Invesco S&P 500 Momentum ETF worth $565K as of Q2 2026.
Sheets Smith Wealth Management sold 1,600 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $226K.
Invesco S&P 500 Momentum ETF made up 0.06% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #283 holding.
Sheets Smith Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
Sheets Smith Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $571K in Q1 2026.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

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