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

Trademark Financial Management’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	$10.4M	Buy	64,353 +944	+1%	+$133K	4.26%	6
2026 Q1	$7.11M	Buy	63,409 +4,364	+7%	+$516K	3.48%	9
2025 Q4	$7.05M	Buy	59,045 +24,273	+70%	+$2.91M	3.88%	6
2025 Q3	$4.21M	Buy	34,772 +31,585	+991%	+$3.68M	2.45%	12
2025 Q2	$358K	Buy	+3,187	New	+$318K	0.22%	66

Other funds holding SPMO

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

DCM

Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

Trademark Financial Management's SPMO Position: Q2 2026 in Review

Trademark Financial Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.5% in Q2 2026, buying an estimated $133K and bringing the position to 64,353 shares worth $10.4M. The position accounts for 4.26% of the portfolio, ranked #6.

Trademark Financial Management first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 361 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Trademark Financial Management held 64,353 shares of Invesco S&P 500 Momentum ETF worth $10.4M as of Q2 2026.
Trademark Financial Management bought 944 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $133K.
Invesco S&P 500 Momentum ETF made up 4.26% of Trademark Financial Management's portfolio in Q2 2026, its #6 holding.
Trademark Financial Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
361 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.