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

WBH Advisory’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	$1.34M	Buy	8,856 +142	+2%	+$21.1K	0.09%	148
2026 Q2	$1.41M	Buy	8,714 +682	+8%	+$96.1K	0.09%	140
2026 Q1	$920K	Buy	8,032 +1,594	+25%	+$188K	0.07%	175
2025 Q4	$768K	Buy	6,438 +498	+8%	+$59.7K	0.06%	188
2025 Q3	$719K	Buy	+5,940	New	+$692K	0.05%	196

Other funds holding SPMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

WBH Advisory's SPMO Position: Q3 2026 in Review

WBH Advisory increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.6% in Q3 2026, buying an estimated $21.1K and bringing the position to 8,856 shares worth $1.34M. The position accounts for 0.09% of the portfolio, ranked #148.

WBH Advisory first reported a position in SPMO in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.41M in Q2 2026. 496 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

WBH Advisory held 8,856 shares of Invesco S&P 500 Momentum ETF worth $1.34M as of Q3 2026.
WBH Advisory bought 142 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $21.1K.
Invesco S&P 500 Momentum ETF made up 0.09% of WBH Advisory's portfolio in Q3 2026, its #148 holding.
WBH Advisory first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 5 quarters since.
WBH Advisory's Invesco S&P 500 Momentum ETF position peaked at $1.41M in Q2 2026.
496 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on WBH Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.