Tradition Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Tradition Wealth 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 Q1	$2.87M	Buy	25,558 +1,315	+5%	+$155K	0.2%	105
2025 Q4	$2.89M	Buy	24,243 +7,267	+43%	+$871K	0.21%	102
2025 Q3	$2.06M	Sell	16,976 -1,179	-6%	-$137K	0.15%	127
2025 Q2	$2.04M	Buy	18,155 +94	+0.5%	+$9.38K	0.16%	123
2025 Q1	$1.67M	Buy	18,061 +677	+4%	+$66.3K	0.15%	131
2024 Q4	$1.65M	Buy	+17,384	New	+$1.65M	0.15%	127

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tradition Wealth Management's SPMO Position: Q1 2026 in Review

Tradition Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 5.4% in Q1 2026, buying an estimated $155K and bringing the position to 25,558 shares worth $2.87M. The position accounts for 0.2% of the portfolio, ranked #105.

Tradition Wealth Management first reported a position in SPMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.89M in Q4 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Tradition Wealth Management held 25,558 shares of Invesco S&P 500 Momentum ETF worth $2.87M as of Q1 2026.
Tradition Wealth Management bought 1,315 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $155K.
Invesco S&P 500 Momentum ETF made up 0.2% of Tradition Wealth Management's portfolio in Q1 2026, its #105 holding.
Tradition Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 6 quarters since.
Tradition Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $2.89M in Q4 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.