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

USAdvisors 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 Q1	$1.16M	Sell	10,788 -18	-0.2%	-$2.13K	0.39%	56
2025 Q4	$1.29M	Sell	10,806 -554	-5%	-$66.4K	0.42%	54
2025 Q3	$1.38M	Sell	11,360 -5,726	-34%	-$667K	0.47%	52
2025 Q2	$1.92M	Sell	17,086 -209,498	-92%	-$20.9M	0.71%	37
2025 Q1	$21M	Buy	226,584 +3,590	+2%	+$351K	7.31%	2
2024 Q4	$21.2M	Buy	222,994 +23,542	+12%	+$2.23M	6.88%	2
2024 Q3	$18M	Buy	199,452 +19,431	+11%	+$1.7M	6.3%	2
2024 Q2	$15.7M	Buy	+180,021	New	+$14.6M	5.54%	3

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

USAdvisors Wealth Management's SPMO Position: Q1 2026 in Review

USAdvisors Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.17% in Q1 2026, selling an estimated $2.13K and leaving 10,788 shares worth $1.16M. The position accounts for 0.39% of the portfolio, ranked #56.

USAdvisors Wealth Management first reported a position in SPMO in Q2 2024 and has held it in 8 quarters since. The position peaked at $21.2M in Q4 2024. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

USAdvisors Wealth Management held 10,788 shares of Invesco S&P 500 Momentum ETF worth $1.16M as of Q1 2026.
USAdvisors Wealth Management sold 18 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $2.13K.
Invesco S&P 500 Momentum ETF made up 0.39% of USAdvisors Wealth Management's portfolio in Q1 2026, its #56 holding.
USAdvisors Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 8 quarters since.
USAdvisors Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $21.2M in Q4 2024.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on USAdvisors Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.