Sound Income Strategies’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Sound Income Strategies’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	$810K	Buy	5,016 +12	+0.2%	+$1.69K	0.04%	233
2026 Q1	$573K	Sell	5,004 -156	-3%	-$18.4K	0.03%	234
2025 Q4	$619K	Buy	5,160 +4,016	+351%	+$481K	0.03%	223
2025 Q3	$139K	Buy	1,144 +615	+116%	+$71.6K	0.01%	345
2025 Q2	$59.5K	Hold	529	–	–	﹤0.01%	482
2025 Q1	$48.9K	Buy	529 +502	+1,859%	+$49.1K	﹤0.01%	512
2024 Q4	$2.56K	Hold	27	–	–	﹤0.01%	1123
2024 Q3	$2.45K	Hold	27	–	–	﹤0.01%	1093
2024 Q2	$2.36K	Hold	27	–	–	﹤0.01%	1083
2024 Q1	$2.17K	Hold	27	–	–	﹤0.01%	1044
2023 Q4	$1.77K	Hold	27	–	–	﹤0.01%	1080
2023 Q3	$1.55K	Hold	27	–	–	﹤0.01%	943
2023 Q2	$1.51K	Hold	27	–	–	﹤0.01%	917
2023 Q1	$1.47K	Hold	27	–	–	﹤0.01%	884
2022 Q4	$1.53K	Hold	27	–	–	﹤0.01%	803
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	836
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	845
2022 Q1	$2K	Hold	27	–	–	﹤0.01%	742
2021 Q4	$2K	Hold	27	–	–	﹤0.01%	734
2021 Q3	$2K	Hold	27	–	–	﹤0.01%	710
2021 Q2	$2K	Hold	27	–	–	﹤0.01%	744
2021 Q1	$1.43K	Hold	27	–	–	﹤0.01%	801
2020 Q4	$1K	Hold	27	–	–	﹤0.01%	819
2020 Q3	$1K	Hold	27	–	–	﹤0.01%	783
2020 Q2	$1K	Hold	27	–	–	﹤0.01%	736
2020 Q1	$1K	Hold	27	–	–	﹤0.01%	705
2019 Q4	$1K	Hold	27	–	–	﹤0.01%	663
2019 Q3	$1K	Buy	+27	New	+$1.1K	﹤0.01%	625

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 22.9% 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

Sound Income Strategies's SPMO Position: Q2 2026 in Review

Sound Income Strategies increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.24% in Q2 2026, buying an estimated $1.69K and bringing the position to 5,016 shares worth $810K. The position accounts for 0.04% of the portfolio, ranked #233.

Sound Income Strategies first reported a position in SPMO in Q3 2019 and has held it in 28 quarters since. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Sound Income Strategies held 5,016 shares of Invesco S&P 500 Momentum ETF worth $810K as of Q2 2026.
Sound Income Strategies bought 12 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.69K.
Invesco S&P 500 Momentum ETF made up 0.04% of Sound Income Strategies's portfolio in Q2 2026, its #233 holding.
Sound Income Strategies first reported a position in Invesco S&P 500 Momentum ETF in Q3 2019 and has held it in 28 quarters since.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.