Advance Capital Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Advance Capital Management’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 Q1	$26M	Buy	232,079 +1,705	+0.7%	+$201K	0.99%	14
2025 Q4	$27.5M	Buy	230,374 +4,181	+2%	+$501K	1.17%	13
2025 Q3	$27.4M	Buy	226,193 +197,349	+684%	+$23M	1.19%	12
2025 Q2	$3.24M	Buy	28,844 +4,063	+16%	+$406K	0.15%	33
2025 Q1	$2.29M	Buy	24,781 +3,310	+15%	+$324K	0.11%	33
2024 Q4	$2.04M	Sell	21,471 -663	-3%	-$62.8K	0.09%	32
2024 Q3	$2.01M	Sell	22,134 -1,800	-8%	-$158K	0.09%	32
2024 Q2	$2.09M	Sell	23,934 -439,888	-95%	-$35.7M	0.1%	30
2024 Q1	$37.2M	Buy	+463,822	New	+$34.2M	2.58%	5

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advance Capital Management's SPMO Position: Q1 2026 in Review

Advance Capital Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.74% in Q1 2026, buying an estimated $201K and bringing the position to 232,079 shares worth $26M. The position accounts for 0.99% of the portfolio, ranked #14.

Advance Capital Management first reported a position in SPMO in Q1 2024 and has held it in 9 quarters since. The position peaked at $37.2M in Q1 2024. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Advance Capital Management held 232,079 shares of Invesco S&P 500 Momentum ETF worth $26M as of Q1 2026.
Advance Capital Management bought 1,705 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $201K.
Invesco S&P 500 Momentum ETF made up 0.99% of Advance Capital Management's portfolio in Q1 2026, its #14 holding.
Advance Capital Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 9 quarters since.
Advance Capital Management's Invesco S&P 500 Momentum ETF position peaked at $37.2M in Q1 2024.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.