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Strategic Financial Concepts’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Strategic Financial Concepts’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 		– Sell
-1,740
Closed -$206K – 307
2026
Q1 		$206K Buy
+1,740
New +$206K 0.05% 279
2025
Q4 		– Sell
-2,288
Closed -$277K – 279
2025
Q3 		$277K Buy
+2,288
New +$267K 0.04% 203

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Strategic Financial Concepts's SPMO Position: Q2 2026 in Review

Strategic Financial Concepts sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026, closing a stake of 1,740 shares — an estimated $206K sold.

Strategic Financial Concepts first reported a position in SPMO in Q3 2025 and held it in 2 quarters. The position peaked at $277K in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Strategic Financial Concepts reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 1,740 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $206K.
  • Strategic Financial Concepts first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and held it in 2 quarters.
  • Strategic Financial Concepts's Invesco S&P 500 Momentum ETF position peaked at $277K in Q3 2025.
  • 764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.