WJ Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

WJ Wealth Management’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	$8.75M	Sell	57,737 -5,168	-8%	-$769K	3.56%	9
2026 Q2	$10.2M	Sell	62,905 -4,174	-6%	-$588K	4.01%	6
2026 Q1	$7.52M	Sell	67,079 -5,698	-8%	-$673K	3.52%	10
2025 Q4	$8.68M	Buy	72,777 +1,107	+2%	+$133K	3.8%	9
2025 Q3	$8.72M	Sell	71,670 -6,572	-8%	-$766K	3.83%	8
2025 Q2	$8.8M	Sell	78,242 -10,437	-12%	-$1.04M	2.78%	11
2025 Q1	$8.21M	Buy	88,679 +31,407	+55%	+$3.07M	2.9%	12
2024 Q4	$5.44M	Buy	+57,272	New	+$5.43M	1.87%	17

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

WJ Wealth Management's SPMO Position: Q3 2026 in Review

WJ Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 8.2% in Q3 2026, selling an estimated $769K and leaving 57,737 shares worth $8.75M. The position accounts for 3.56% of the portfolio, ranked #9.

WJ Wealth Management first reported a position in SPMO in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.2M in Q2 2026. 586 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

WJ Wealth Management held 57,737 shares of Invesco S&P 500 Momentum ETF worth $8.75M as of Q3 2026.
WJ Wealth Management sold 5,168 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $769K.
Invesco S&P 500 Momentum ETF made up 3.56% of WJ Wealth Management's portfolio in Q3 2026, its #9 holding.
WJ Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 8 quarters since.
WJ Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $10.2M in Q2 2026.
586 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.