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 Q2	$33.2M	Sell	205,771 -26,308	-11%	-$3.71M	1.07%	13
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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advance Capital Management's SPMO Position: Q2 2026 in Review

Advance Capital Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 11% in Q2 2026, selling an estimated $3.71M and leaving 205,771 shares worth $33.2M. The position accounts for 1.07% of the portfolio, ranked #13.

Advance Capital Management first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $37.2M in Q1 2024. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Advance Capital Management held 205,771 shares of Invesco S&P 500 Momentum ETF worth $33.2M as of Q2 2026.
Advance Capital Management sold 26,308 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $3.71M.
Invesco S&P 500 Momentum ETF made up 1.07% of Advance Capital Management's portfolio in Q2 2026, its #13 holding.
Advance Capital Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
Advance Capital Management's Invesco S&P 500 Momentum ETF position peaked at $37.2M in Q1 2024.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.