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

Theory 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 Q3	–	Sell	-13,395	Closed	-$2.16M	–	105
2026 Q2	$2.16M	Sell	13,395 -4,861	-27%	-$685K	0.68%	44
2026 Q1	$2.05M	Sell	18,256 -130	-0.7%	-$15.4K	0.72%	46
2025 Q4	$2.18M	Buy	18,386 +7,737	+73%	+$927K	0.74%	43
2025 Q3	$1.29M	Sell	10,649 -785	-7%	-$91.4K	0.46%	47
2025 Q2	$1.32M	Buy	11,434 +85	+0.7%	+$8.49K	0.5%	45
2025 Q1	$1.05M	Buy	11,349 +207	+2%	+$20.3K	0.44%	43
2024 Q4	$1.06M	Buy	+11,142	New	+$1.06M	0.44%	41

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

Theory Financial's SPMO Position: Q3 2026 in Review

Theory Financial sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2026, closing a stake of 13,395 shares — an estimated $2.16M sold.

Theory Financial first reported a position in SPMO in Q4 2024 and held it in 7 quarters. The position peaked at $2.18M in Q4 2025. 692 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Theory Financial reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2026 after selling out during the quarter.
Theory Financial sold 13,395 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $2.16M.
Theory Financial first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and held it in 7 quarters.
Theory Financial's Invesco S&P 500 Momentum ETF position peaked at $2.18M in Q4 2025.
692 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Theory Financial's 13F filing for Q3 2026, filed 9 Nov 2026.