TAGStone Capital’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

TAGStone Capital’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 Q3	$1.74M	Buy	11,489 +3,149	+38%	+$469K	0.54%	42
2026 Q2	$1.35M	Buy	8,340 +2,938	+54%	+$414K	0.43%	47
2026 Q1	$606K	Buy	5,402 +1,187	+28%	+$140K	0.21%	78
2025 Q4	$503K	Buy	4,215 +1,636	+63%	+$196K	0.19%	80
2025 Q3	$312K	Buy	2,579 +439	+21%	+$51.1K	0.12%	93
2025 Q2	$251K	Buy	+2,140	New	+$214K	0.1%	100

Other funds holding SPMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Perfromance Wealth Partners Hinsdale, Illinois $4.28B AUM 24.33% 1-Year Est. Return

TAGStone Capital's SPMO Position: Q3 2026 in Review

TAGStone Capital increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 38% in Q3 2026, buying an estimated $469K and bringing the position to 11,489 shares worth $1.74M. The position accounts for 0.54% of the portfolio, ranked #42.

TAGStone Capital first reported a position in SPMO in Q2 2025 and has held it in 6 quarters since. 692 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

TAGStone Capital held 11,489 shares of Invesco S&P 500 Momentum ETF worth $1.74M as of Q3 2026.
TAGStone Capital bought 3,149 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $469K.
Invesco S&P 500 Momentum ETF made up 0.54% of TAGStone Capital's portfolio in Q3 2026, its #42 holding.
TAGStone Capital first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 6 quarters since.
692 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on TAGStone Capital's 13F filing for Q3 2026, filed 9 Nov 2026.