WMG Financial Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

WMG Financial Advisors’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	$7.42M	Buy	45,920 +4,947	+12%	+$697K	2.8%	9
2026 Q1	$4.59M	Buy	40,973 +24,868	+154%	+$2.94M	1.92%	12
2025 Q4	$1.92M	Sell	16,105 -20	-0.1%	-$2.4K	0.79%	26
2025 Q3	$1.95M	Buy	16,125 +11,729	+267%	+$1.37M	0.65%	33
2025 Q2	$494K	Buy	+4,396	New	+$439K	0.18%	78

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

WMG Financial Advisors's SPMO Position: Q2 2026 in Review

WMG Financial Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 12% in Q2 2026, buying an estimated $697K and bringing the position to 45,920 shares worth $7.42M. The position accounts for 2.8% of the portfolio, ranked #9.

WMG Financial Advisors first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

WMG Financial Advisors held 45,920 shares of Invesco S&P 500 Momentum ETF worth $7.42M as of Q2 2026.
WMG Financial Advisors bought 4,947 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $697K.
Invesco S&P 500 Momentum ETF made up 2.8% of WMG Financial Advisors's portfolio in Q2 2026, its #9 holding.
WMG Financial Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.