Spectrum Planning & Advisory Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Spectrum Planning & Advisory Services’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	$3.84M	Sell	23,763 -9,952	-30%	-$1.4M	1.72%	16
2026 Q1	$3.78M	Buy	33,715 +2,094	+7%	+$247K	1.87%	16
2025 Q4	$3.77M	Buy	31,621 +11,591	+58%	+$1.39M	1.94%	13
2025 Q3	$2.42M	Buy	20,030 +646	+3%	+$75.3K	1.37%	24
2025 Q2	$2.18M	Sell	19,384 -2,188	-10%	-$218K	1.41%	25
2025 Q1	$2M	Buy	21,572 +5,793	+37%	+$567K	1.66%	17
2024 Q4	$1.5M	Buy	+15,779	New	+$1.5M	1.3%	17

Other funds holding SPMO

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Spectrum Planning & Advisory Services's SPMO Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 30% in Q2 2026, selling an estimated $1.4M and leaving 23,763 shares worth $3.84M. The position accounts for 1.72% of the portfolio, ranked #16.

Spectrum Planning & Advisory Services first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Spectrum Planning & Advisory Services held 23,763 shares of Invesco S&P 500 Momentum ETF worth $3.84M as of Q2 2026.
Spectrum Planning & Advisory Services sold 9,952 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.4M.
Invesco S&P 500 Momentum ETF made up 1.72% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #16 holding.
Spectrum Planning & Advisory Services first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
130 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.