Wealth Enhancement Advisory Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Wealth Enhancement Advisory Services’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	$66M	Buy	429,242 +111,393	+35%	+$15.7M	0.11%	168
2026 Q1	$36.5M	Sell	317,849 -276,183	-46%	-$32.6M	0.07%	257
2025 Q4	$71.9M	Buy	594,032 +94,122	+19%	+$11.3M	0.1%	202
2025 Q3	$60.2M	Buy	499,910 +71,212	+17%	+$8.3M	0.09%	213
2025 Q2	$48.2M	Buy	428,698 +168,877	+65%	+$16.9M	0.08%	232
2025 Q1	$24M	Buy	259,821 +242,666	+1,415%	+$23.7M	0.05%	347
2024 Q4	$1.63M	Buy	+17,155	New	+$1.63M	﹤0.01%	1280

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

Wealth Enhancement Advisory Services's SPMO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 35% in Q2 2026, buying an estimated $15.7M and bringing the position to 429,242 shares worth $66M. The position accounts for 0.11% of the portfolio, ranked #168.

Wealth Enhancement Advisory Services first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $71.9M in Q4 2025. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Wealth Enhancement Advisory Services held 429,242 shares of Invesco S&P 500 Momentum ETF worth $66M as of Q2 2026.
Wealth Enhancement Advisory Services bought 111,393 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $15.7M.
Invesco S&P 500 Momentum ETF made up 0.11% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #168 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's Invesco S&P 500 Momentum ETF position peaked at $71.9M in Q4 2025.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.