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Weaver Consulting Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Weaver Consulting Group’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
Q3 		$3.81M Buy
25,115
+983
+4% +$146K 0.74% 34
2026
Q2 		$3.9M Buy
24,132
+6,298
+35% +$888K 0.8% 34
2026
Q1 		$2M Buy
17,834
+573
+3% +$67.7K 0.48% 55
2025
Q4 		$2.06M Buy
17,261
+1,836
+12% +$220K 0.5% 51
2025
Q3 		$1.87M Buy
15,425
+522
+4% +$60.8K 0.48% 51
2025
Q2 		$1.68M Buy
14,903
+3,784
+34% +$378K 0.46% 52
2025
Q1 		$1.03M Sell
11,119
-26
-0.2% -$2.54K 0.31% 64
2024
Q4 		$1.06M Buy
11,145
+204
+2% +$19.3K 0.33% 62
2024
Q3 		$992K Buy
10,941
+246
+2% +$21.5K 0.32% 67
2024
Q2 		$935K Buy
10,695
+1,347
+14% +$109K 0.33% 67
2024
Q1 		$750K Sell
9,348
-27
-0.3% -$1.99K 0.28% 75
2023
Q4 		$614K Sell
9,375
-2,297
-20% -$139K 0.25% 74
2023
Q3 		$669K Sell
11,672
-1,231
-10% -$70.7K 0.3% 63
2023
Q2 		$722K Sell
12,903
-1,627
-11% -$89.8K 0.32% 59
2023
Q1 		$792K Buy
14,530
+1,749
+14% +$96K 0.36% 55
2022
Q4 		$726K Sell
12,781
-3,156
-20% -$177K 0.37% 56
2022
Q3 		$802K Sell
15,937
-1,689
-10% -$91.5K 0.46% 47
2022
Q2 		$915K Buy
17,626
+10,641
+152% +$599K 0.51% 38
2022
Q1 		$427K Buy
6,985
+1,782
+34% +$108K 0.21% 93
2021
Q4 		$336K Buy
+5,203
New +$332K 0.16% 117

Other funds holding SPMO

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Weaver Consulting Group's SPMO Position: Q3 2026 in Review

Weaver Consulting Group increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 4.1% in Q3 2026, buying an estimated $146K and bringing the position to 25,115 shares worth $3.81M. The position accounts for 0.74% of the portfolio, ranked #34.

Weaver Consulting Group first reported a position in SPMO in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.9M in Q2 2026. 36 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Weaver Consulting Group held 25,115 shares of Invesco S&P 500 Momentum ETF worth $3.81M as of Q3 2026.
  • Weaver Consulting Group bought 983 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $146K.
  • Invesco S&P 500 Momentum ETF made up 0.74% of Weaver Consulting Group's portfolio in Q3 2026, its #34 holding.
  • Weaver Consulting Group first reported a position in Invesco S&P 500 Momentum ETF in Q4 2021 and has held it in 20 quarters since.
  • Weaver Consulting Group's Invesco S&P 500 Momentum ETF position peaked at $3.9M in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.