Smith Shellnut Wilson’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Smith Shellnut Wilson’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	$1.92M	Sell	12,692 -943	-7%	-$140K	0.73%	33
2026 Q2	$2.2M	Buy	13,635 +992	+8%	+$140K	0.82%	30
2026 Q1	$1.42M	Sell	12,643 -1,212	-9%	-$143K	0.62%	41
2025 Q4	$1.65M	Buy	13,855 +2,666	+24%	+$320K	0.63%	36
2025 Q3	$1.35M	Buy	11,189 +3,051	+37%	+$355K	0.52%	40
2025 Q2	$915K	Buy	8,138 +4,252	+109%	+$424K	0.4%	52
2025 Q1	$360K	Buy	+3,886	New	+$380K	0.16%	94

Other funds holding SPMO

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

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

Triton Wealth Management Sun City, Arizona $336M AUM 21.83% 1-Year Est. Return

Smith Shellnut Wilson's SPMO Position: Q3 2026 in Review

Smith Shellnut Wilson reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 6.9% in Q3 2026, selling an estimated $140K and leaving 12,692 shares worth $1.92M. The position accounts for 0.73% of the portfolio, ranked #33.

Smith Shellnut Wilson first reported a position in SPMO in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.2M in Q2 2026. 425 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Smith Shellnut Wilson held 12,692 shares of Invesco S&P 500 Momentum ETF worth $1.92M as of Q3 2026.
Smith Shellnut Wilson sold 943 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $140K.
Invesco S&P 500 Momentum ETF made up 0.73% of Smith Shellnut Wilson's portfolio in Q3 2026, its #33 holding.
Smith Shellnut Wilson first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 7 quarters since.
Smith Shellnut Wilson's Invesco S&P 500 Momentum ETF position peaked at $2.2M in Q2 2026.
425 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Smith Shellnut Wilson's 13F filing for Q3 2026, filed 21 Oct 2026.