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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
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

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

Weaver Consulting Group's SPMO Position: Q2 2026 in Review

Weaver Consulting Group increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 35% in Q2 2026, buying an estimated $888K and bringing the position to 24,132 shares worth $3.9M. The position accounts for 0.8% of the portfolio, ranked #34.

Weaver Consulting Group first reported a position in SPMO in Q4 2021 and has held it in 19 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Weaver Consulting Group held 24,132 shares of Invesco S&P 500 Momentum ETF worth $3.9M as of Q2 2026.
  • Weaver Consulting Group bought 6,298 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $888K.
  • Invesco S&P 500 Momentum ETF made up 0.8% of Weaver Consulting Group's portfolio in Q2 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 19 quarters since.
  • 764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.