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WealthCare Investment Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

WealthCare Investment 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 		$11.8M Buy
72,886
+4,271
+6% +$602K 2.86% 6
2026
Q1 		$7.91M Buy
68,615
+1,216
+2% +$144K 2.2% 8
2025
Q4 		$8.07M Buy
67,399
+2,806
+4% +$336K 2.35% 7
2025
Q3 		$7.79M Buy
64,593
+4,939
+8% +$575K 2.53% 6
2025
Q2 		$6.71M Buy
59,654
+7,090
+13% +$708K 2.41% 7
2025
Q1 		$4.52M Buy
52,564
+14,753
+39% +$1.44M 1.92% 13
2024
Q4 		$3.61M Buy
37,811
+3,416
+10% +$324K 1.58% 17
2024
Q3 		$3.13M Buy
34,395
+3,928
+13% +$344K 1.37% 19
2024
Q2 		$2.66M Buy
30,467
+4,065
+15% +$330K 1.24% 24
2024
Q1 		$2.12M Buy
26,402
+2,947
+13% +$217K 1.02% 29
2023
Q4 		$1.54M Sell
23,455
-4,579
-16% -$277K 0.84% 32
2023
Q3 		$1.61M Sell
28,034
-2,397
-8% -$138K 0.98% 32
2023
Q2 		$1.7M Buy
30,431
+880
+3% +$48.6K 1.02% 31
2023
Q1 		$1.61M Buy
29,551
+25,403
+612% +$1.39M 0.97% 29
2022
Q4 		$236K Buy
+4,148
New +$233K 0.16% 102

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthCare Investment Partners's SPMO Position: Q2 2026 in Review

WealthCare Investment Partners increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 6.2% in Q2 2026, buying an estimated $602K and bringing the position to 72,886 shares worth $11.8M. The position accounts for 2.86% of the portfolio, ranked #6.

WealthCare Investment Partners first reported a position in SPMO in Q4 2022 and has held it in 15 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • WealthCare Investment Partners held 72,886 shares of Invesco S&P 500 Momentum ETF worth $11.8M as of Q2 2026.
  • WealthCare Investment Partners bought 4,271 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $602K.
  • Invesco S&P 500 Momentum ETF made up 2.86% of WealthCare Investment Partners's portfolio in Q2 2026, its #6 holding.
  • WealthCare Investment Partners first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and has held it in 15 quarters since.
  • 765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.