Meadowbrook Wealth Management, LLC SPMO INVESCO S&P 500 MOMENTUM ETF

Ownership history in Meadowbrook Wealth Management, LLC  ·  4 quarters on record

AI Ownership Summary

Meadowbrook Wealth Management, LLC reported INVESCO S&P 500 MOMENTUM ETF (SPMO) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.48% in 2026 Q2. The latest visible filing shows SPMO at 0.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Meadowbrook Wealth Management, LLC's position in INVESCO S&P 500 MOMENTUM ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SPMO was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Meadowbrook Wealth Management, LLC held SPMO — position size vs. price
% of Fund (quarterly)    SPMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 2,887 -52 -1.8% 0.48% $448K 2026-07-06 $152.98
2026 Q1 UNCHANGED 2,939 0% 0.44% $330K 2026-04-14 $126.46
2025 Q4 REDUCED 2,939 -117 -3.8% 0.40% $351K 2026-01-12 $119.95
2025 Q3 INITIATED 3,056 0.38% $370K 2025-10-09 $120.98

FAQ About Meadowbrook Wealth Management, LLC and SPMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Meadowbrook Wealth Management, LLC reported owning SPMO?

Meadowbrook Wealth Management, LLC reported SPMO across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported SPMO position in Meadowbrook Wealth Management, LLC's portfolio?

The largest reported portfolio weight for SPMO was 0.48% in 2026 Q2.

What is the latest reported SPMO position on this page?

The most recent filing on this page is 2026 Q2, when Meadowbrook Wealth Management, LLC reported 2,887 shares, equal to 0.48% of portfolio, with an estimated market value of $448K.

What does the chart on this SPMO ownership page compare?

The chart compares Meadowbrook Wealth Management, LLC's quarterly SPMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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