The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest 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 65.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 11.98 | 250.5 Mil | Technology |
Apple Inc | 10.16 | 212.3 Mil | Technology |
Microsoft Corp | 8.54 | 178.5 Mil | Technology |
Meta Platforms Inc Class A | 7.81 | 163.3 Mil | Communication Services |
Amazon.com Inc | 7.42 | 155.1 Mil | Consumer Cyclical |
Broadcom Inc | 5.23 | 109.3 Mil | Technology |
Eli Lilly and Co | 5.02 | 104.9 Mil | Healthcare |
Berkshire Hathaway Inc Class B | 3.76 | 78.7 Mil | Financial Services |
JPMorgan Chase & Co | 2.46 | 51.5 Mil | Financial Services |
Costco Wholesale Corp | 2.18 | 45.5 Mil | Consumer Defensive |