Tempus Wealth Planning’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Tempus Wealth Planning’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	$9.71M	Buy	60,131 +5,209	+9%	+$734K	1.9%	8
2026 Q1	$6.16M	Sell	54,922 -23,646	-30%	-$2.79M	1.41%	13
2025 Q4	$9.37M	Buy	78,568 +2,433	+3%	+$292K	2.15%	7
2025 Q3	$9.22M	Buy	76,135 +7,729	+11%	+$900K	2.12%	6
2025 Q2	$7.69M	Buy	68,406 +26,203	+62%	+$2.62M	1.92%	8
2025 Q1	$3.91M	Buy	42,203 +3,124	+8%	+$306K	1.17%	21
2024 Q4	$3.71M	Buy	+39,079	New	+$3.7M	1.13%	21

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

Tempus Wealth Planning's SPMO Position: Q2 2026 in Review

Tempus Wealth Planning increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 9.5% in Q2 2026, buying an estimated $734K and bringing the position to 60,131 shares worth $9.71M. The position accounts for 1.9% of the portfolio, ranked #8.

Tempus Wealth Planning first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Tempus Wealth Planning held 60,131 shares of Invesco S&P 500 Momentum ETF worth $9.71M as of Q2 2026.
Tempus Wealth Planning bought 5,209 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $734K.
Invesco S&P 500 Momentum ETF made up 1.9% of Tempus Wealth Planning's portfolio in Q2 2026, its #8 holding.
Tempus Wealth Planning first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.