U.S. Capital Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

U.S. Capital 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 Q1	$601K	Buy	5,359 +1,544	+40%	+$182K	0.02%	642
2025 Q4	$455K	Buy	3,815 +951	+33%	+$114K	0.01%	680
2025 Q3	$347K	Buy	2,864 +185	+7%	+$21.6K	0.01%	728
2025 Q2	$301K	Sell	2,679 -770	-22%	-$76.9K	0.01%	708
2025 Q1	$319K	Sell	3,449 -15,527	-82%	-$1.52M	0.01%	689
2024 Q4	$1.8M	Buy	+18,976	New	+$1.8M	0.06%	318

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

U.S. Capital Wealth Advisors's SPMO Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 40% in Q1 2026, buying an estimated $182K and bringing the position to 5,359 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #642.

U.S. Capital Wealth Advisors first reported a position in SPMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.8M in Q4 2024. 655 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

U.S. Capital Wealth Advisors held 5,359 shares of Invesco S&P 500 Momentum ETF worth $601K as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,544 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $182K.
Invesco S&P 500 Momentum ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #642 holding.
U.S. Capital Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 6 quarters since.
U.S. Capital Wealth Advisors's Invesco S&P 500 Momentum ETF position peaked at $1.8M in Q4 2024.
655 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.