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

Threadgill 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 Q2	$4.33M	Sell	26,828 -32,021	-54%	-$4.51M	1.79%	10
2026 Q1	$6.6M	Buy	58,849 +659	+1%	+$77.9K	1.92%	16
2025 Q4	$6.94M	Buy	58,190 +11,193	+24%	+$1.34M	2.86%	10
2025 Q3	$5.69M	Buy	+46,997	New	+$5.47M	2.76%	11

Other funds holding SPMO

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Threadgill Financial's SPMO Position: Q2 2026 in Review

Threadgill Financial reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 54% in Q2 2026, selling an estimated $4.51M and leaving 26,828 shares worth $4.33M. The position accounts for 1.79% of the portfolio, ranked #10.

Threadgill Financial first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.94M in Q4 2025. 245 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Threadgill Financial held 26,828 shares of Invesco S&P 500 Momentum ETF worth $4.33M as of Q2 2026.
Threadgill Financial sold 32,021 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $4.51M.
Invesco S&P 500 Momentum ETF made up 1.79% of Threadgill Financial's portfolio in Q2 2026, its #10 holding.
Threadgill Financial first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
Threadgill Financial's Invesco S&P 500 Momentum ETF position peaked at $6.94M in Q4 2025.
245 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Threadgill Financial's 13F filing for Q2 2026, filed 8 Jul 2026.