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

Signet Financial 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 Q1	$3.23M	Buy	28,780 +2,298	+9%	+$272K	0.36%	92
2025 Q4	$3.16M	Buy	26,482 +14,562	+122%	+$1.75M	0.35%	91
2025 Q3	$1.44M	Buy	11,920 +504	+4%	+$58.7K	0.17%	140
2025 Q2	$1.28M	Buy	11,416 +1,834	+19%	+$183K	0.16%	149
2025 Q1	$887K	Buy	+9,582	New	+$938K	0.12%	164
2018 Q4	–	Sell	-50	Closed	-$2K	–	739
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	919
2018 Q2	$2K	Buy	+50	New	+$1.84K	﹤0.01%	836

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Signet Financial Management's SPMO Position: Q1 2026 in Review

Signet Financial Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 8.7% in Q1 2026, buying an estimated $272K and bringing the position to 28,780 shares worth $3.23M. The position accounts for 0.36% of the portfolio, ranked #92.

Signet Financial Management first reported a position in SPMO in Q2 2018 and has held it in 7 quarters since. 653 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Signet Financial Management held 28,780 shares of Invesco S&P 500 Momentum ETF worth $3.23M as of Q1 2026.
Signet Financial Management bought 2,298 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $272K.
Invesco S&P 500 Momentum ETF made up 0.36% of Signet Financial Management's portfolio in Q1 2026, its #92 holding.
Signet Financial Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2018 and has held it in 7 quarters since.
653 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.