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 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 $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WJ Wealth Management's SPMO Position: Q1 2026 in Review

WJ Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 7.8% in Q1 2026, selling an estimated $673K and leaving 67,079 shares worth $7.52M. The position accounts for 3.52% of the portfolio, ranked #10.

WJ Wealth Management first reported a position in SPMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.8M in Q2 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

WJ Wealth Management held 67,079 shares of Invesco S&P 500 Momentum ETF worth $7.52M as of Q1 2026.
WJ Wealth Management sold 5,698 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $673K.
Invesco S&P 500 Momentum ETF made up 3.52% of WJ Wealth Management's portfolio in Q1 2026, its #10 holding.
WJ Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 6 quarters since.
WJ Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $8.8M in Q2 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.