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

Tompkins 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 		$37M Sell
244,030
-1,293
-0.5% -$192K 2.61% 10
2026
Q2 		$39.6M Sell
245,323
-6,943
-3% -$979K 2.77% 9
2026
Q1 		$28.3M Buy
252,266
+3,924
+2% +$464K 2.25% 12
2025
Q4 		$29.6M Sell
248,342
-3,372
-1% -$404K 2.3% 11
2025
Q3 		$30.5M Buy
+251,714
New +$29.3M 2.55% 8

Other funds holding SPMO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Tompkins Financial's SPMO Position: Q3 2026 in Review

Tompkins Financial reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.53% in Q3 2026, selling an estimated $192K and leaving 244,030 shares worth $37M. The position accounts for 2.61% of the portfolio, ranked #10.

Tompkins Financial first reported a position in SPMO in Q3 2025 and has held it in 5 quarters since. The position peaked at $39.6M in Q2 2026. 92 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Tompkins Financial held 244,030 shares of Invesco S&P 500 Momentum ETF worth $37M as of Q3 2026.
  • Tompkins Financial sold 1,293 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $192K.
  • Invesco S&P 500 Momentum ETF made up 2.61% of Tompkins Financial's portfolio in Q3 2026, its #10 holding.
  • Tompkins Financial first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 5 quarters since.
  • Tompkins Financial's Invesco S&P 500 Momentum ETF position peaked at $39.6M in Q2 2026.
  • 92 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.