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 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

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

Whitaker-Myers Wealth Managers's SPMO Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 3.7% in Q2 2026, buying an estimated $1.11M and bringing the position to 220,770 shares worth $35.7M. The position accounts for 5.96% of the portfolio, ranked #4.

Whitaker-Myers Wealth Managers first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Whitaker-Myers Wealth Managers held 220,770 shares of Invesco S&P 500 Momentum ETF worth $35.7M as of Q2 2026.
Whitaker-Myers Wealth Managers bought 7,898 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.11M.
Invesco S&P 500 Momentum ETF made up 5.96% of Whitaker-Myers Wealth Managers's portfolio in Q2 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 4 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.