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Wedmont Private Capital’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Wedmont Private Capital’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 		$7.36M Buy
48,777
+3,429
+8% +$510K 0.18% 78
2026
Q2 		$6.97M Buy
45,348
+22,385
+97% +$3.16M 0.19% 71
2026
Q1 		$2.79M Sell
22,963
-899
-4% -$106K 0.09% 131
2025
Q4 		$2.87M Buy
23,862
+15,274
+178% +$1.83M 0.1% 124
2025
Q3 		$1.03M Sell
8,588
-744
-8% -$86.7K 0.04% 270
2025
Q2 		$1.05M Buy
9,332
+2,189
+31% +$219K 0.04% 255
2025
Q1 		$642K Buy
7,143
+752
+12% +$73.6K 0.03% 321
2024
Q4 		$611K Buy
6,391
+3,856
+152% +$365K 0.03% 322
2024
Q3 		$231K Buy
+2,535
New +$222K 0.01% 596

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

Wedmont Private Capital's SPMO Position: Q3 2026 in Review

Wedmont Private Capital increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 7.6% in Q3 2026, buying an estimated $510K and bringing the position to 48,777 shares worth $7.36M. The position accounts for 0.18% of the portfolio, ranked #78.

Wedmont Private Capital first reported a position in SPMO in Q3 2024 and has held it in 9 quarters since. 40 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Wedmont Private Capital held 48,777 shares of Invesco S&P 500 Momentum ETF worth $7.36M as of Q3 2026.
  • Wedmont Private Capital bought 3,429 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $510K.
  • Invesco S&P 500 Momentum ETF made up 0.18% of Wedmont Private Capital's portfolio in Q3 2026, its #78 holding.
  • Wedmont Private Capital first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 9 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.