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Invesco S&P 500® Momentum ETF SPMO

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis SPMO

Will SPMO outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Invesco S&P 500 ® Momentum ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings SPMO

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 62.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.04 121.0 Mil
Technology

Microsoft Corp

8.96 108.1 Mil
Technology

Meta Platforms Inc Class A

8.87 106.9 Mil
Communication Services

Apple Inc

8.44 101.7 Mil
Technology

Amazon.com Inc

7.73 93.2 Mil
Consumer Cyclical

Eli Lilly and Co

4.96 59.8 Mil
Healthcare

Broadcom Inc

4.82 58.1 Mil
Technology

Berkshire Hathaway Inc Class B

3.78 45.5 Mil
Financial Services

JPMorgan Chase & Co

2.46 29.6 Mil
Financial Services

Costco Wholesale Corp

2.03 24.5 Mil
Consumer Defensive