Advisors Preferred’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Advisors Preferred’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	–	Sell	-8,663	Closed	-$1.04M	–	282
2025 Q4	$1.04M	Buy	8,663 +8,523	+6,088%	+$1.02M	0.17%	109
2025 Q3	$16.9K	Buy	+140	New	+$16.3K	﹤0.01%	230
2025 Q1	–	Sell	-419	Closed	-$40K	–	330
2024 Q4	$40K	Sell	419 -8,981	-96%	-$851K	0.01%	164
2024 Q3	$846K	Buy	+9,400	New	+$823K	0.13%	83

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Advisors Preferred's SPMO Position: Q1 2026 in Review

Advisors Preferred sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2026, closing a stake of 8,663 shares — an estimated $1.04M sold.

Advisors Preferred first reported a position in SPMO in Q3 2024 and held it in 4 quarters. The position peaked at $1.04M in Q4 2025. 653 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Advisors Preferred reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2026 after selling out during the quarter.
Advisors Preferred sold 8,663 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $1.04M.
Advisors Preferred first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and held it in 4 quarters.
Advisors Preferred's Invesco S&P 500 Momentum ETF position peaked at $1.04M in Q4 2025.
653 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.