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

Spire Wealth 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 Q2	$4.24M	Buy	26,252 +3,053	+13%	+$430K	0.13%	152
2026 Q1	$2.6M	Buy	23,199 +3,032	+15%	+$358K	0.09%	208
2025 Q4	$2.41M	Buy	20,167 +4,043	+25%	+$485K	0.08%	219
2025 Q3	$1.95M	Buy	16,124 +6,349	+65%	+$740K	0.07%	239
2025 Q2	$1.1M	Buy	9,775 +3,688	+61%	+$368K	0.04%	349
2025 Q1	$563K	Buy	6,087 +3,238	+114%	+$317K	0.02%	536
2024 Q4	$271K	Sell	2,849 -657	-19%	-$62.3K	0.01%	734
2024 Q3	$318K	Buy	3,506 +194	+6%	+$17K	0.01%	628
2024 Q2	$290K	Buy	3,312 +1,095	+49%	+$88.9K	0.01%	626
2024 Q1	$178K	Buy	+2,217	New	+$163K	﹤0.01%	799

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

Spire Wealth Management's SPMO Position: Q2 2026 in Review

Spire Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 13% in Q2 2026, buying an estimated $430K and bringing the position to 26,252 shares worth $4.24M. The position accounts for 0.13% of the portfolio, ranked #152.

Spire Wealth Management first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Spire Wealth Management held 26,252 shares of Invesco S&P 500 Momentum ETF worth $4.24M as of Q2 2026.
Spire Wealth Management bought 3,053 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $430K.
Invesco S&P 500 Momentum ETF made up 0.13% of Spire Wealth Management's portfolio in Q2 2026, its #152 holding.
Spire Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.