Stratos Wealth Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Stratos Wealth Partners’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	$32.6M	Buy	201,647 +4,578	+2%	+$645K	0.33%	57
2026 Q1	$22.1M	Sell	197,069 -2,566	-1%	-$303K	0.25%	78
2025 Q4	$23.8M	Buy	199,635 +34,584	+21%	+$4.14M	0.27%	73
2025 Q3	$20M	Buy	165,051 +10,512	+7%	+$1.22M	0.24%	83
2025 Q2	$17.4M	Buy	154,539 +137,919	+830%	+$13.8M	0.23%	89
2025 Q1	$1.54M	Buy	16,620 +6,555	+65%	+$641K	0.02%	528
2024 Q4	$956K	Buy	10,065 +3,826	+61%	+$363K	0.01%	712
2024 Q3	$566K	Buy	6,239 +2,146	+52%	+$188K	0.01%	890
2024 Q2	$358K	Buy	+4,093	New	+$332K	0.01%	1024
2022 Q4	–	Sell	-24,524	Closed	-$1.23M	–	1182
2022 Q3	$1.23M	Buy	24,524 +1,851	+8%	+$100K	0.03%	425
2022 Q2	$1.18M	Buy	+22,673	New	+$1.28M	0.03%	460

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

Stratos Wealth Partners's SPMO Position: Q2 2026 in Review

Stratos Wealth Partners increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 2.3% in Q2 2026, buying an estimated $645K and bringing the position to 201,647 shares worth $32.6M. The position accounts for 0.33% of the portfolio, ranked #57.

Stratos Wealth Partners first reported a position in SPMO in Q2 2022 and has held it in 11 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Stratos Wealth Partners held 201,647 shares of Invesco S&P 500 Momentum ETF worth $32.6M as of Q2 2026.
Stratos Wealth Partners bought 4,578 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $645K.
Invesco S&P 500 Momentum ETF made up 0.33% of Stratos Wealth Partners's portfolio in Q2 2026, its #57 holding.
Stratos Wealth Partners first reported a position in Invesco S&P 500 Momentum ETF in Q2 2022 and has held it in 11 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.