WealthGarden F.S.’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

WealthGarden F.S.’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	$1.91M	Buy	11,810 +541	+5%	+$76.3K	1.08%	21
2026 Q1	$1.26M	Buy	11,269 +357	+3%	+$42.2K	0.86%	36
2025 Q4	$1.3M	Buy	10,912 +3,892	+55%	+$466K	0.85%	32
2025 Q3	$851K	Sell	7,020 -472	-6%	-$55K	0.61%	49
2025 Q2	$867K	Sell	7,492 -422	-5%	-$42.1K	0.72%	44
2025 Q1	$732K	Sell	7,914 -316	-4%	-$30.9K	0.7%	51
2024 Q4	$782K	Buy	+8,230	New	+$780K	0.73%	44

Other funds holding SPMO

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

DCM

Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

WealthGarden F.S.'s SPMO Position: Q2 2026 in Review

WealthGarden F.S. increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 4.8% in Q2 2026, buying an estimated $76.3K and bringing the position to 11,810 shares worth $1.91M. The position accounts for 1.08% of the portfolio, ranked #21.

WealthGarden F.S. first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 362 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

WealthGarden F.S. held 11,810 shares of Invesco S&P 500 Momentum ETF worth $1.91M as of Q2 2026.
WealthGarden F.S. bought 541 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $76.3K.
Invesco S&P 500 Momentum ETF made up 1.08% of WealthGarden F.S.'s portfolio in Q2 2026, its #21 holding.
WealthGarden F.S. first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
362 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.