Advisory Services Network’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Advisory Services Network’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	$3.3M	Sell	20,442 -674	-3%	-$95K	0.04%	498
2026 Q1	$2.37M	Buy	21,116 +6,118	+41%	+$723K	0.03%	576
2025 Q4	$1.79M	Buy	14,998 +2,829	+23%	+$339K	0.03%	645
2025 Q3	$1.47M	Buy	12,169 +205	+2%	+$23.9K	0.02%	709
2025 Q2	$1.38M	Buy	11,964 +4,047	+51%	+$404K	0.02%	696
2025 Q1	$733K	Sell	7,917 -1,353	-15%	-$132K	0.01%	888
2024 Q4	$881K	Sell	9,270 -5,348	-37%	-$507K	0.02%	798
2024 Q3	$1.28M	Hold	14,618	–	–	0.03%	626
2024 Q2	$1.28M	Buy	14,618 +3,576	+32%	+$290K	0.03%	626
2024 Q1	$886K	Buy	+11,042	New	+$813K	0.02%	737
2020 Q1	–	Sell	-61	Closed	-$3K	–	3263
2019 Q4	$3K	Buy	+61	New	+$2.49K	﹤0.01%	2786

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

Advisory Services Network's SPMO Position: Q2 2026 in Review

Advisory Services Network reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 3.2% in Q2 2026, selling an estimated $95K and leaving 20,442 shares worth $3.3M. The position accounts for 0.04% of the portfolio, ranked #498.

Advisory Services Network first reported a position in SPMO in Q4 2019 and has held it in 11 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Advisory Services Network held 20,442 shares of Invesco S&P 500 Momentum ETF worth $3.3M as of Q2 2026.
Advisory Services Network sold 674 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $95K.
Invesco S&P 500 Momentum ETF made up 0.04% of Advisory Services Network's portfolio in Q2 2026, its #498 holding.
Advisory Services Network first reported a position in Invesco S&P 500 Momentum ETF in Q4 2019 and has held it in 11 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.