Triad Wealth Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Triad Wealth Partners’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	$1.57M	Sell	10,376 -138,812	-93%	-$20.7M	0.09%	157
2026 Q2	$21.7M	Sell	149,188 -16,894	-10%	-$2.38M	1.28%	15
2026 Q1	$18.6M	Buy	166,082 +56,175	+51%	+$6.64M	1.48%	14
2025 Q4	$13.1M	Buy	109,907 +54,807	+99%	+$6.57M	1.25%	17
2025 Q3	$6.67M	Buy	55,100 +8,390	+18%	+$977K	0.86%	31
2025 Q2	$5.25M	Buy	46,710 +8,503	+22%	+$849K	1.06%	26
2025 Q1	$3.54M	Buy	38,207 +5,488	+17%	+$537K	1.1%	22
2024 Q4	$3.11M	Buy	+32,719	New	+$3.1M	1.12%	23

Other funds holding SPMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 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

Triad Wealth Partners's SPMO Position: Q3 2026 in Review

Triad Wealth Partners reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 93% in Q3 2026, selling an estimated $20.7M and leaving 10,376 shares worth $1.57M. The position accounts for 0.09% of the portfolio, ranked #157.

Triad Wealth Partners first reported a position in SPMO in Q4 2024 and has held it in 8 quarters since. The position peaked at $21.7M in Q2 2026. 692 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Triad Wealth Partners held 10,376 shares of Invesco S&P 500 Momentum ETF worth $1.57M as of Q3 2026.
Triad Wealth Partners sold 138,812 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $20.7M.
Invesco S&P 500 Momentum ETF made up 0.09% of Triad Wealth Partners's portfolio in Q3 2026, its #157 holding.
Triad Wealth Partners first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 8 quarters since.
Triad Wealth Partners's Invesco S&P 500 Momentum ETF position peaked at $21.7M in Q2 2026.
692 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.