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

Vigilare 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 Q2	$1.63M	Sell	10,110 -27,714	-73%	-$3.91M	0.5%	36
2026 Q1	$4.24M	Sell	37,824 -27,653	-42%	-$3.27M	1.43%	14
2025 Q4	$7.81M	Sell	65,477 -54,394	-45%	-$6.52M	2.63%	11
2025 Q3	$14.5M	Sell	119,871 -16,602	-12%	-$1.93M	5.03%	4
2025 Q2	$15.3M	Buy	136,473 +88,849	+187%	+$8.87M	5.75%	3
2025 Q1	$4.41M	Buy	+47,624	New	+$4.66M	1.76%	10
2024 Q2	–	Sell	-3,456	Closed	-$277K	–	97
2024 Q1	$277K	Buy	+3,456	New	+$255K	0.14%	76

Other funds holding SPMO

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

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

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

Vigilare Wealth Management's SPMO Position: Q2 2026 in Review

Vigilare Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 73% in Q2 2026, selling an estimated $3.91M and leaving 10,110 shares worth $1.63M. The position accounts for 0.5% of the portfolio, ranked #36.

Vigilare Wealth Management first reported a position in SPMO in Q1 2024 and has held it in 7 quarters since. The position peaked at $15.3M in Q2 2025. 130 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Vigilare Wealth Management held 10,110 shares of Invesco S&P 500 Momentum ETF worth $1.63M as of Q2 2026.
Vigilare Wealth Management sold 27,714 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $3.91M.
Invesco S&P 500 Momentum ETF made up 0.5% of Vigilare Wealth Management's portfolio in Q2 2026, its #36 holding.
Vigilare Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 7 quarters since.
Vigilare Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $15.3M in Q2 2025.
130 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.