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 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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Triad Wealth Partners's SPMO Position: Q2 2026 in Review

Triad Wealth Partners reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 10% in Q2 2026, selling an estimated $2.38M and leaving 149,188 shares worth $21.7M. The position accounts for 1.28% of the portfolio, ranked #15.

Triad Wealth Partners first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Triad Wealth Partners held 149,188 shares of Invesco S&P 500 Momentum ETF worth $21.7M as of Q2 2026.
Triad Wealth Partners sold 16,894 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $2.38M.
Invesco S&P 500 Momentum ETF made up 1.28% of Triad Wealth Partners's portfolio in Q2 2026, its #15 holding.
Triad Wealth Partners first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.