WealthPlan Investment Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

WealthPlan Investment Management’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	$478K	Sell	2,960 -3,454	-54%	-$487K	0.02%	328
2026 Q1	$719K	Buy	+6,414	New	+$758K	0.04%	250

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

WealthPlan Investment Management's SPMO Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 54% in Q2 2026, selling an estimated $487K and leaving 2,960 shares worth $478K. The position accounts for 0.02% of the portfolio, ranked #328.

WealthPlan Investment Management first reported a position in SPMO in Q1 2026 and has held it in 2 quarters since. The position peaked at $719K in Q1 2026. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

WealthPlan Investment Management held 2,960 shares of Invesco S&P 500 Momentum ETF worth $478K as of Q2 2026.
WealthPlan Investment Management sold 3,454 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $487K.
Invesco S&P 500 Momentum ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #328 holding.
WealthPlan Investment Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2026 and has held it in 2 quarters since.
WealthPlan Investment Management's Invesco S&P 500 Momentum ETF position peaked at $719K in Q1 2026.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.