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

Team Financial Group’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
-469
Closed -$52.6K – 219
2026
Q1 		$52.6K Buy
469
+173
+58% +$20.4K 0.02% 110
2025
Q4 		$35.3K Buy
296
+71
+32% +$8.51K 0.02% 123
2025
Q3 		$27.2K Buy
225
+25
+13% +$2.91K 0.01% 132
2025
Q2 		$22.5K Buy
+200
New +$20K 0.01% 129

Other funds holding SPMO

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Team Financial Group's SPMO Position: Q2 2026 in Review

Team Financial Group sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026, closing a stake of 469 shares — an estimated $52.6K sold.

Team Financial Group first reported a position in SPMO in Q2 2025 and held it in 4 quarters. The position peaked at $52.6K in Q1 2026. 245 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Team Financial Group reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 469 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $52.6K.
  • Team Financial Group first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's Invesco S&P 500 Momentum ETF position peaked at $52.6K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.