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

WealthPLAN 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	$1.7M	Sell	10,504 -3,428	-25%	-$483K	0.32%	73
2026 Q1	$1.56M	Buy	13,932 +874	+7%	+$103K	0.3%	91
2025 Q4	$1.56M	Buy	13,058 +5,069	+63%	+$608K	0.23%	102
2025 Q3	$967K	Buy	7,989 +181	+2%	+$21.1K	0.15%	128
2025 Q2	$878K	Buy	7,808 +184	+2%	+$18.4K	0.14%	131
2025 Q1	$705K	Buy	7,624 +211	+3%	+$20.6K	0.1%	144
2024 Q4	$704K	Buy	+7,413	New	+$703K	0.1%	143

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 Partners's SPMO Position: Q2 2026 in Review

WealthPLAN Partners reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 25% in Q2 2026, selling an estimated $483K and leaving 10,504 shares worth $1.7M. The position accounts for 0.32% of the portfolio, ranked #73.

WealthPLAN Partners first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

WealthPLAN Partners held 10,504 shares of Invesco S&P 500 Momentum ETF worth $1.7M as of Q2 2026.
WealthPLAN Partners sold 3,428 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $483K.
Invesco S&P 500 Momentum ETF made up 0.32% of WealthPLAN Partners's portfolio in Q2 2026, its #73 holding.
WealthPLAN Partners first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.