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

Welch 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	$276K	Buy	+1,819	New	+$271K	0.01%	273

Other funds holding SPMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Welch Group's SPMO Position: Q3 2026 in Review

Welch Group opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q3 2026: 1,819 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #273 among its holdings.

489 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Welch Group held 1,819 shares of Invesco S&P 500 Momentum ETF worth $276K as of Q3 2026.
Invesco S&P 500 Momentum ETF was a new Welch Group position in Q3 2026.
Invesco S&P 500 Momentum ETF made up 0.01% of Welch Group's portfolio in Q3 2026, its #273 holding.
489 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.