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

Wealthcare Advisory Partners’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	$9.6M	Buy	59,401 +2,719	+5%	+$383K	0.18%	113
2026 Q1	$6.35M	Sell	56,682 -413	-0.7%	-$48.8K	0.12%	153
2025 Q4	$6.81M	Buy	57,095 +2,153	+4%	+$258K	0.13%	139
2025 Q3	$6.65M	Buy	54,942 +23,638	+76%	+$2.75M	0.14%	135
2025 Q2	$3.52M	Buy	+31,304	New	+$3.13M	0.08%	203

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

Wealthcare Advisory Partners's SPMO Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 4.8% in Q2 2026, buying an estimated $383K and bringing the position to 59,401 shares worth $9.6M. The position accounts for 0.18% of the portfolio, ranked #113.

Wealthcare Advisory Partners first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Wealthcare Advisory Partners held 59,401 shares of Invesco S&P 500 Momentum ETF worth $9.6M as of Q2 2026.
Wealthcare Advisory Partners bought 2,719 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $383K.
Invesco S&P 500 Momentum ETF made up 0.18% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #113 holding.
Wealthcare Advisory Partners first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.