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Valeo Financial Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Valeo Financial 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 		$1.01M Buy
+6,258
New +$882K 0.02% 308
2020
Q2 		– Sell
-181
Closed -$7K – 2147
2020
Q1 		$7K Buy
+181
New +$7.43K ﹤0.01% 1223

Other funds holding SPMO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Valeo Financial Advisors's SPMO Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 6,258 shares worth $1.01M. The stake represents 0.02% of the portfolio and ranks #308 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in SPMO as recently as Q1 2020.

Valeo Financial Advisors first reported a position in SPMO in Q1 2020 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Valeo Financial Advisors held 6,258 shares of Invesco S&P 500 Momentum ETF worth $1.01M as of Q2 2026.
  • Invesco S&P 500 Momentum ETF was a new Valeo Financial Advisors position in Q2 2026.
  • Invesco S&P 500 Momentum ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #308 holding.
  • Valeo Financial Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2020 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.