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

TSA 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	$1.45M	Sell	9,547 -30,417	-76%	-$4.53M	0.41%	41
2026 Q2	$6.46M	Sell	39,964 -9,825	-20%	-$1.38M	1.83%	15
2026 Q1	$5.58M	Buy	49,789 +3,966	+9%	+$469K	1.8%	18
2025 Q4	$5.47M	Buy	45,823 +17,896	+64%	+$2.14M	1.81%	17
2025 Q3	$3.38M	Sell	27,927 -907	-3%	-$106K	1.15%	21
2025 Q2	$3.24M	Sell	28,834 -542	-2%	-$54.1K	1.18%	21
2025 Q1	$2.72M	Sell	29,376 -3,498	-11%	-$342K	1.08%	20
2024 Q4	$3.12M	Buy	+32,874	New	+$3.12M	1.27%	19

Other funds holding SPMO

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

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

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

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

TSA Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 76% in Q3 2026, selling an estimated $4.53M and leaving 9,547 shares worth $1.45M. The position accounts for 0.41% of the portfolio, ranked #41.

TSA Wealth Management first reported a position in SPMO in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.46M in Q2 2026. 230 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

TSA Wealth Management held 9,547 shares of Invesco S&P 500 Momentum ETF worth $1.45M as of Q3 2026.
TSA Wealth Management sold 30,417 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $4.53M.
Invesco S&P 500 Momentum ETF made up 0.41% of TSA Wealth Management's portfolio in Q3 2026, its #41 holding.
TSA Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 8 quarters since.
TSA Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $6.46M in Q2 2026.
230 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.