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

Strait & Sound 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	$2.37M	Sell	14,648 -51	-0.3%	-$7.19K	0.83%	30
2026 Q1	$1.65M	Sell	14,699 -25	-0.2%	-$2.95K	0.61%	42
2025 Q4	$1.76M	Sell	14,724 -252	-2%	-$30.2K	0.65%	41
2025 Q3	$1.81M	Buy	14,976 +627	+4%	+$73K	0.7%	32
2025 Q2	$1.61M	Buy	14,349 +94	+0.7%	+$9.38K	0.69%	33
2025 Q1	$1.32M	Buy	14,255 +5,600	+65%	+$548K	0.61%	34
2024 Q4	$822K	Buy	8,655 +243	+3%	+$23K	0.38%	48
2024 Q3	$762K	Buy	8,412 +5,177	+160%	+$453K	0.37%	52
2024 Q2	$283K	Buy	+3,235	New	+$263K	0.14%	114

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

Strait & Sound Wealth Management's SPMO Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.35% in Q2 2026, selling an estimated $7.19K and leaving 14,648 shares worth $2.37M. The position accounts for 0.83% of the portfolio, ranked #30.

Strait & Sound Wealth Management first reported a position in SPMO in Q2 2024 and has held it in 9 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Strait & Sound Wealth Management held 14,648 shares of Invesco S&P 500 Momentum ETF worth $2.37M as of Q2 2026.
Strait & Sound Wealth Management sold 51 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $7.19K.
Invesco S&P 500 Momentum ETF made up 0.83% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #30 holding.
Strait & Sound Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 9 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.