Adirondack Trust Company’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Adirondack Trust Company’s Portfolio SPMO Stock Details SPMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Buy	7,024 +1,028	+17%	+$145K	0.34%	60
2026 Q1	$672K	Buy	5,996 +2,027	+51%	+$240K	0.23%	84
2025 Q4	$474K	Buy	3,969 +2,341	+144%	+$281K	0.16%	98
2025 Q3	$197K	Buy	+1,628	New	+$190K	0.07%	146

Other funds holding SPMO

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Adirondack Trust Company's SPMO Position: Q2 2026 in Review

Adirondack Trust Company increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 17% in Q2 2026, buying an estimated $145K and bringing the position to 7,024 shares worth $1.13M. The position accounts for 0.34% of the portfolio, ranked #60.

Adirondack Trust Company first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. 208 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Adirondack Trust Company held 7,024 shares of Invesco S&P 500 Momentum ETF worth $1.13M as of Q2 2026.
Adirondack Trust Company bought 1,028 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $145K.
Invesco S&P 500 Momentum ETF made up 0.34% of Adirondack Trust Company's portfolio in Q2 2026, its #60 holding.
Adirondack Trust Company first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
208 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.