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 Q3	$3.16M	Sell	20,880 -288	-1%	-$42.8K	1%	27
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

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

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

Trinity Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.4% in Q3 2026, selling an estimated $42.8K and leaving 20,880 shares worth $3.16M. The position accounts for 1% of the portfolio, ranked #27.

Trinity Wealth Management first reported a position in SPMO in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.42M in Q2 2026. 304 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Trinity Wealth Management held 20,880 shares of Invesco S&P 500 Momentum ETF worth $3.16M as of Q3 2026.
Trinity Wealth Management sold 288 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $42.8K.
Invesco S&P 500 Momentum ETF made up 1% of Trinity Wealth Management's portfolio in Q3 2026, its #27 holding.
Trinity Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2023 and has held it in 14 quarters since.
Trinity Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $3.42M in Q2 2026.
304 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.