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 Q3	$406K	Sell	2,678 -19,246	-88%	-$2.86M	0.02%	359
2026 Q2	$3.54M	Sell	21,924 -3,634	-14%	-$512K	0.22%	99
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 $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Perfromance Wealth Partners Hinsdale, Illinois $4.28B AUM 24.33% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Tradition Wealth Management's SPMO Position: Q3 2026 in Review

Tradition Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 88% in Q3 2026, selling an estimated $2.86M and leaving 2,678 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #359.

Tradition Wealth Management first reported a position in SPMO in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.54M in Q2 2026. 665 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Tradition Wealth Management held 2,678 shares of Invesco S&P 500 Momentum ETF worth $406K as of Q3 2026.
Tradition Wealth Management sold 19,246 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $2.86M.
Invesco S&P 500 Momentum ETF made up 0.02% of Tradition Wealth Management's portfolio in Q3 2026, its #359 holding.
Tradition Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 8 quarters since.
Tradition Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $3.54M in Q2 2026.
665 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.