Schuylkill Financial LLC’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Schuylkill Financial LLC’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	$1.51M	Buy	+9,364	New	+$1.32M	1.4%	17

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Schuylkill Financial LLC's SPMO Position: Q2 2026 in Review

Schuylkill Financial LLC opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 9,364 shares worth $1.51M. The stake represents 1.4% of the portfolio and ranks #17 among its holdings.

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

Schuylkill Financial LLC held 9,364 shares of Invesco S&P 500 Momentum ETF worth $1.51M as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Schuylkill Financial LLC position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 1.4% of Schuylkill Financial LLC's portfolio in Q2 2026, its #17 holding.
699 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Schuylkill Financial LLC's 13F filing for Q2 2026, filed 7 Aug 2026.