VisionPoint Advisory Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

VisionPoint Advisory Group’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	$1.46M	Buy	+9,031	New	+$1.27M	0.24%	99

Other funds holding SPMO

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

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

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

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

VisionPoint Advisory Group's SPMO Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 9,031 shares worth $1.46M. The stake represents 0.24% of the portfolio and ranks #99 among its holdings.

130 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

VisionPoint Advisory Group held 9,031 shares of Invesco S&P 500 Momentum ETF worth $1.46M as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new VisionPoint Advisory Group position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.24% of VisionPoint Advisory Group's portfolio in Q2 2026, its #99 holding.
130 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.