Visionary Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Visionary Wealth 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	$2.12M	Buy	13,132 +1,375	+12%	+$194K	0.08%	206
2026 Q1	$1.32M	Sell	11,757 -2,307	-16%	-$273K	0.06%	233
2025 Q4	$1.68M	Buy	14,064 +452	+3%	+$54.2K	0.08%	214
2025 Q3	$1.65M	Buy	13,612 +9,070	+200%	+$1.06M	0.08%	218
2025 Q2	$511K	Sell	4,542 -651	-13%	-$65K	0.03%	355
2025 Q1	$481K	Buy	5,193 +115	+2%	+$11.3K	0.03%	356
2024 Q4	$482K	Buy	5,078 +1,763	+53%	+$167K	0.03%	359
2024 Q3	$300K	Buy	3,315 +733	+28%	+$64.1K	0.02%	431
2024 Q2	$226K	Buy	+2,582	New	+$210K	0.01%	473

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

Visionary Wealth Advisors's SPMO Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 12% in Q2 2026, buying an estimated $194K and bringing the position to 13,132 shares worth $2.12M. The position accounts for 0.08% of the portfolio, ranked #206.

Visionary Wealth Advisors first reported a position in SPMO in Q2 2024 and has held it in 9 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Visionary Wealth Advisors held 13,132 shares of Invesco S&P 500 Momentum ETF worth $2.12M as of Q2 2026.
Visionary Wealth Advisors bought 1,375 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $194K.
Invesco S&P 500 Momentum ETF made up 0.08% of Visionary Wealth Advisors's portfolio in Q2 2026, its #206 holding.
Visionary Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 9 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.