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

Trinity 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 Q2	$3.42M	Buy	21,168 +11,458	+118%	+$1.62M	1.09%	22
2026 Q1	$1.09M	Buy	9,710 +2,771	+40%	+$327K	0.4%	38
2025 Q4	$828K	Buy	6,939 +710	+11%	+$85.1K	0.31%	38
2025 Q3	$754K	Buy	6,229 +571	+10%	+$66.5K	0.28%	43
2025 Q2	$636K	Buy	5,658 +2,827	+100%	+$282K	0.25%	43
2025 Q1	$262K	Sell	2,831 -762	-21%	-$74.6K	0.12%	48
2024 Q4	$341K	Buy	3,593 +280	+8%	+$26.5K	0.15%	44
2024 Q3	$300K	Hold	3,313	–	–	0.14%	43
2024 Q2	$290K	Sell	3,313 -51	-2%	-$4.14K	0.14%	38
2024 Q1	$270K	Sell	3,364 -411	-11%	-$30.3K	0.14%	37
2023 Q4	$247K	Buy	3,775 +114	+3%	+$6.89K	0.15%	40
2023 Q3	$210K	Hold	3,661	–	–	0.13%	42
2023 Q2	$205K	Buy	+3,661	New	+$202K	0.13%	43

Other funds holding SPMO

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Trinity Wealth Management's SPMO Position: Q2 2026 in Review

Trinity Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 118% in Q2 2026, buying an estimated $1.62M and bringing the position to 21,168 shares worth $3.42M. The position accounts for 1.09% of the portfolio, ranked #22.

Trinity Wealth Management first reported a position in SPMO in Q2 2023 and has held it in 13 quarters since. 330 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Trinity Wealth Management held 21,168 shares of Invesco S&P 500 Momentum ETF worth $3.42M as of Q2 2026.
Trinity Wealth Management bought 11,458 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.62M.
Invesco S&P 500 Momentum ETF made up 1.09% of Trinity Wealth Management's portfolio in Q2 2026, its #22 holding.
Trinity Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2023 and has held it in 13 quarters since.
330 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Trinity Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.