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Turtle Creek Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Turtle Creek Wealth Advisors’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 		$1.11M Buy
6,845
+275
+4% +$38.8K 0.06% 157
2026
Q1 		$737K Hold
6,570
– – 0.06% 169
2025
Q4 		$784K Sell
6,570
-168
-2% -$20.1K 0.06% 181
2025
Q3 		$816K Buy
6,738
+368
+6% +$42.9K 0.07% 153
2025
Q2 		$716K Buy
+6,370
New +$636K 0.08% 137

Other funds holding SPMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Turtle Creek Wealth Advisors's SPMO Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 4.2% in Q2 2026, buying an estimated $38.8K and bringing the position to 6,845 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #157.

Turtle Creek Wealth Advisors first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 400 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Turtle Creek Wealth Advisors held 6,845 shares of Invesco S&P 500 Momentum ETF worth $1.11M as of Q2 2026.
  • Turtle Creek Wealth Advisors bought 275 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $38.8K.
  • Invesco S&P 500 Momentum ETF made up 0.06% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #157 holding.
  • Turtle Creek Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
  • 400 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.