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

Toth Financial Advisory’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 		$34.4K Buy
+227
New +$33.8K ﹤0.01% 428
2026
Q1 		– Sell
-100
Closed -$11.9K – 1018
2025
Q4 		$11.9K Hold
100
– – ﹤0.01% 529
2025
Q3 		$12.1K Buy
+100
New +$11.6K ﹤0.01% 522

Other funds holding SPMO

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
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 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
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Toth Financial Advisory's SPMO Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q3 2026: 227 shares worth $34.4K. The stake represents ﹤0.01% of the portfolio and ranks #428 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in SPMO as recently as Q4 2025.

Toth Financial Advisory first reported a position in SPMO in Q3 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Toth Financial Advisory held 227 shares of Invesco S&P 500 Momentum ETF worth $34.4K as of Q3 2026.
  • Invesco S&P 500 Momentum ETF was a new Toth Financial Advisory position in Q3 2026.
  • Invesco S&P 500 Momentum ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #428 holding.
  • Toth Financial Advisory first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.