Wetzel Investment Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Wetzel Investment Advisors’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	$3.87M	Sell	23,983 -404	-2%	-$56.9K	1.34%	17
2026 Q1	$2.73M	Sell	24,387 -359	-1%	-$42.4K	1.09%	23
2025 Q4	$2.95M	Sell	24,746 -11	-0%	-$1.32K	1.2%	21
2025 Q3	$3M	Sell	24,757 -226	-0.9%	-$26.3K	1.28%	20
2025 Q2	$2.81M	Sell	24,983 -14,065	-36%	-$1.4M	1.28%	19
2025 Q1	$3.61M	Buy	39,048 +203	+0.5%	+$19.9K	1.82%	18
2024 Q4	$3.69M	Buy	38,845 +1,573	+4%	+$149K	1.83%	18
2024 Q3	$3.38M	Buy	+37,272	New	+$3.26M	1.7%	19

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

Wetzel Investment Advisors's SPMO Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.7% in Q2 2026, selling an estimated $56.9K and leaving 23,983 shares worth $3.87M. The position accounts for 1.34% of the portfolio, ranked #17.

Wetzel Investment Advisors first reported a position in SPMO in Q3 2024 and has held it in 8 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Wetzel Investment Advisors held 23,983 shares of Invesco S&P 500 Momentum ETF worth $3.87M as of Q2 2026.
Wetzel Investment Advisors sold 404 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $56.9K.
Invesco S&P 500 Momentum ETF made up 1.34% of Wetzel Investment Advisors's portfolio in Q2 2026, its #17 holding.
Wetzel Investment Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 8 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.