William Mack & Associates’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

William Mack & Associates’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	$66.1K	Buy	+436	New	+$64.9K	0.02%	216

Other funds holding SPMO

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Perfromance Wealth Partners Hinsdale, Illinois $4.28B AUM 24.33% 1-Year Est. Return

William Mack & Associates's SPMO Position: Q3 2026 in Review

William Mack & Associates opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q3 2026: 436 shares worth $66.1K. The stake represents 0.02% of the portfolio and ranks #216 among its holdings.

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

William Mack & Associates held 436 shares of Invesco S&P 500 Momentum ETF worth $66.1K as of Q3 2026.
Invesco S&P 500 Momentum ETF was a new William Mack & Associates position in Q3 2026.
Invesco S&P 500 Momentum ETF made up 0.02% of William Mack & Associates's portfolio in Q3 2026, its #216 holding.
692 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.