Kachkovsky & Fisher, Inc.’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Kachkovsky & Fisher, Inc.’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	$2.63M	Buy	+16,267	New	+$2.29M	2.53%	12

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

Kachkovsky & Fisher, Inc.'s SPMO Position: Q2 2026 in Review

Kachkovsky & Fisher, Inc. opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 16,267 shares worth $2.63M. The stake represents 2.53% of the portfolio and ranks #12 among its holdings.

765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Kachkovsky & Fisher, Inc. held 16,267 shares of Invesco S&P 500 Momentum ETF worth $2.63M as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Kachkovsky & Fisher, Inc. position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 2.53% of Kachkovsky & Fisher, Inc.'s portfolio in Q2 2026, its #12 holding.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Kachkovsky & Fisher, Inc.'s 13F filing for Q2 2026, filed 8 Sep 2026.