VisionPoint Advisory Group
SPMO icon

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
Q3 		$930K Sell
6,133
-2,898
-32% -$431K 0.15% 155
2026
Q2 		$1.46M Buy
+9,031
New +$1.27M 0.24% 99

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Trilogy Capital
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TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

VisionPoint Advisory Group's SPMO Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 32% in Q3 2026, selling an estimated $431K and leaving 6,133 shares worth $930K. The position accounts for 0.15% of the portfolio, ranked #155.

VisionPoint Advisory Group first reported a position in SPMO in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.46M in Q2 2026. 210 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • VisionPoint Advisory Group held 6,133 shares of Invesco S&P 500 Momentum ETF worth $930K as of Q3 2026.
  • VisionPoint Advisory Group sold 2,898 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $431K.
  • Invesco S&P 500 Momentum ETF made up 0.15% of VisionPoint Advisory Group's portfolio in Q3 2026, its #155 holding.
  • VisionPoint Advisory Group first reported a position in Invesco S&P 500 Momentum ETF in Q2 2026 and has held it in 2 quarters since.
  • VisionPoint Advisory Group's Invesco S&P 500 Momentum ETF position peaked at $1.46M in Q2 2026.
  • 210 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.