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 65.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 12.85 | 266.9 Mil | Technology |
Apple Inc | 9.71 | 201.8 Mil | Technology |
Microsoft Corp | 8.83 | 183.3 Mil | Technology |
Meta Platforms Inc Class A | 8.24 | 171.2 Mil | Communication Services |
Amazon.com Inc | 7.65 | 158.9 Mil | Consumer Cyclical |
Broadcom Inc | 5.68 | 118.0 Mil | Technology |
Eli Lilly and Co | 5.15 | 107.0 Mil | Healthcare |
Berkshire Hathaway Inc Class B | 3.31 | 68.7 Mil | Financial Services |
JPMorgan Chase & Co | 2.31 | 48.0 Mil | Financial Services |
Costco Wholesale Corp | 2.16 | 44.8 Mil | Consumer Defensive |