Timothy G. Youngquist 2020 Irrevocable Trust’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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	$46.8M	Buy	+308,747	New	+$45.9M	8.84%	2

Other funds holding SPMO

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's SPMO Position: Q3 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q3 2026: 308,747 shares worth $46.8M. The stake represents 8.84% of the portfolio and ranks #2 among its holdings.

66 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Timothy G. Youngquist 2020 Irrevocable Trust held 308,747 shares of Invesco S&P 500 Momentum ETF worth $46.8M as of Q3 2026.
Invesco S&P 500 Momentum ETF was a new Timothy G. Youngquist 2020 Irrevocable Trust position in Q3 2026.
Invesco S&P 500 Momentum ETF made up 8.84% of Timothy G. Youngquist 2020 Irrevocable Trust's portfolio in Q3 2026, its #2 holding.
66 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.