Whitaker-Myers Wealth Managers’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Whitaker-Myers Wealth Managers’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	$37.9M	Buy	250,052 +29,282	+13%	+$4.36M	6.17%	4
2026 Q2	$35.7M	Buy	220,770 +7,898	+4%	+$1.11M	5.96%	4
2026 Q1	$23.9M	Buy	212,872 +11,634	+6%	+$1.37M	4.76%	5
2025 Q4	$24M	Sell	201,238 -7,046	-3%	-$844K	5.01%	5
2025 Q3	$25.2M	Buy	+208,284	New	+$24.3M	5.5%	5

Other funds holding SPMO

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

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 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

Whitaker-Myers Wealth Managers's SPMO Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 13% in Q3 2026, buying an estimated $4.36M and bringing the position to 250,052 shares worth $37.9M. The position accounts for 6.17% of the portfolio, ranked #4.

Whitaker-Myers Wealth Managers first reported a position in SPMO in Q3 2025 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Whitaker-Myers Wealth Managers held 250,052 shares of Invesco S&P 500 Momentum ETF worth $37.9M as of Q3 2026.
Whitaker-Myers Wealth Managers bought 29,282 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $4.36M.
Invesco S&P 500 Momentum ETF made up 6.17% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #4 holding.
Whitaker-Myers Wealth Managers first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 5 quarters since.
66 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.