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

Symphony Financial’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 		$469K Buy
2,952
+143
+5% +$20.2K 0.05% 204
2026
Q1 		$309K Buy
2,809
+175
+7% +$20.7K 0.04% 227
2025
Q4 		$317K Buy
2,634
+927
+54% +$111K 0.04% 219
2025
Q3 		$206K Buy
+1,707
New +$199K 0.03% 262

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PWP
Perfromance Wealth Partners Hinsdale, Illinois $4.03B AUM 33.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Symphony Financial's SPMO Position: Q2 2026 in Review

Symphony Financial increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 5.1% in Q2 2026, buying an estimated $20.2K and bringing the position to 2,952 shares worth $469K. The position accounts for 0.05% of the portfolio, ranked #204.

Symphony Financial first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Symphony Financial held 2,952 shares of Invesco S&P 500 Momentum ETF worth $469K as of Q2 2026.
  • Symphony Financial bought 143 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $20.2K.
  • Invesco S&P 500 Momentum ETF made up 0.05% of Symphony Financial's portfolio in Q2 2026, its #204 holding.
  • Symphony Financial first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • 663 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.