Vertex Planning Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Vertex Planning Partners’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	$7.34M	Sell	45,415 -19	-0%	-$2.68K	1.09%	20
2026 Q1	$5.09M	Buy	45,434 +3,407	+8%	+$403K	0.99%	20
2025 Q4	$5.01M	Buy	42,027 +13,172	+46%	+$1.58M	1.17%	18
2025 Q3	$3.49M	Buy	28,855 +312	+1%	+$36.3K	0.67%	35
2025 Q2	$3.21M	Buy	28,543 +655	+2%	+$65.4K	0.67%	33
2025 Q1	$2.58M	Buy	27,888 +1,369	+5%	+$134K	0.56%	36
2024 Q4	$2.52M	Buy	+26,519	New	+$2.51M	0.56%	35

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

Vertex Planning Partners's SPMO Position: Q2 2026 in Review

Vertex Planning Partners reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.04% in Q2 2026, selling an estimated $2.68K and leaving 45,415 shares worth $7.34M. The position accounts for 1.09% of the portfolio, ranked #20.

Vertex Planning Partners first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Vertex Planning Partners held 45,415 shares of Invesco S&P 500 Momentum ETF worth $7.34M as of Q2 2026.
Vertex Planning Partners sold 19 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $2.68K.
Invesco S&P 500 Momentum ETF made up 1.09% of Vertex Planning Partners's portfolio in Q2 2026, its #20 holding.
Vertex Planning Partners first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.