Twin Peaks Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Twin Peaks 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	–	Sell	-1,671	Closed	-$187K	–	1912
2026 Q1	$187K	Sell	1,671 -77	-4%	-$9.1K	0.05%	194
2025 Q4	$212K	Buy	+1,748	New	+$209K	0.06%	174
2025 Q3	–	Sell	-1,186	Closed	-$141K	–	1831
2025 Q2	$141K	Buy	+1,186	New	+$118K	0.05%	198

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

Twin Peaks Wealth Advisors's SPMO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026, closing a stake of 1,671 shares — an estimated $187K sold.

Twin Peaks Wealth Advisors first reported a position in SPMO in Q2 2025 and held it in 3 quarters. The position peaked at $212K in Q4 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 1,671 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $187K.
Twin Peaks Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and held it in 3 quarters.
Twin Peaks Wealth Advisors's Invesco S&P 500 Momentum ETF position peaked at $212K in Q4 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.