The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
Invesco S&P 500® Momentum ETF SPMO
Morningstar’s Analysis SPMO
Will SPMO outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 66.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 13.49 | 240.7 Mil | Technology |
Apple Inc | 9.53 | 169.9 Mil | Technology |
Microsoft Corp | 8.67 | 154.6 Mil | Technology |
Meta Platforms Inc Class A | 8.33 | 148.6 Mil | Communication Services |
Amazon.com Inc | 7.27 | 129.7 Mil | Consumer Cyclical |
Broadcom Inc | 5.82 | 103.8 Mil | Technology |
Eli Lilly and Co | 5.15 | 91.9 Mil | Healthcare |
Berkshire Hathaway Inc Class B | 3.38 | 60.3 Mil | Financial Services |
JPMorgan Chase & Co | 2.19 | 39.1 Mil | Financial Services |
Costco Wholesale Corp | 2.18 | 38.9 Mil | Consumer Defensive |