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J. M. Brown & Associates Inc.’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

J. M. Brown & Associates Inc.’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 		$1.19M Buy
+7,367
New +$1.04M 0.68% 36

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

J. M. Brown & Associates Inc.'s SPMO Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 7,367 shares worth $1.19M. The stake represents 0.68% of the portfolio and ranks #36 among its holdings.

245 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • J. M. Brown & Associates Inc. held 7,367 shares of Invesco S&P 500 Momentum ETF worth $1.19M as of Q2 2026.
  • Invesco S&P 500 Momentum ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • Invesco S&P 500 Momentum ETF made up 0.68% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #36 holding.
  • 245 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.