Simplicity Wealth’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Simplicity Wealth’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	$2.09M	Buy	12,915 +5,957	+86%	+$840K	0.07%	267
2026 Q1	$780K	Buy	6,958 +3,134	+82%	+$370K	0.04%	345
2025 Q4	$456K	Buy	3,824 +2,046	+115%	+$245K	0.03%	456
2025 Q3	$215K	Sell	1,778 -469	-21%	-$54.6K	0.01%	660
2025 Q2	$253K	Buy	+2,247	New	+$224K	0.01%	545
2025 Q1	–	Sell	-2,170	Closed	-$206K	–	602
2024 Q4	$206K	Sell	2,170 -180	-8%	-$17.1K	0.04%	309
2024 Q3	$213K	Buy	+2,350	New	+$206K	0.02%	467

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

Simplicity Wealth's SPMO Position: Q2 2026 in Review

Simplicity Wealth increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 86% in Q2 2026, buying an estimated $840K and bringing the position to 12,915 shares worth $2.09M. The position accounts for 0.07% of the portfolio, ranked #267.

Simplicity Wealth first reported a position in SPMO in Q3 2024 and has held it in 7 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Simplicity Wealth held 12,915 shares of Invesco S&P 500 Momentum ETF worth $2.09M as of Q2 2026.
Simplicity Wealth bought 5,957 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $840K.
Invesco S&P 500 Momentum ETF made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #267 holding.
Simplicity Wealth first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 7 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.