AE Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

AE Wealth 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	$17.4M	Buy	107,973 +5,087	+5%	+$717K	0.08%	234
2026 Q1	$11.5M	Buy	102,886 +31,645	+44%	+$3.74M	0.06%	275
2025 Q4	$8.5M	Buy	71,241 +17,180	+32%	+$2.06M	0.05%	310
2025 Q3	$6.54M	Buy	54,061 +1,809	+3%	+$211K	0.04%	338
2025 Q2	$5.88M	Buy	52,252 +9,203	+21%	+$919K	0.04%	334
2025 Q1	$3.98M	Buy	43,049 +6,067	+16%	+$594K	0.03%	389
2024 Q4	$3.51M	Buy	36,982 +25,995	+237%	+$2.46M	0.03%	411
2024 Q3	$996K	Sell	10,987 -393	-3%	-$34.4K	0.01%	691
2024 Q2	$995K	Buy	11,380 +1,784	+19%	+$145K	0.01%	702
2024 Q1	$770K	Buy	+9,596	New	+$707K	0.01%	713

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

AE Wealth Management's SPMO Position: Q2 2026 in Review

AE Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 4.9% in Q2 2026, buying an estimated $717K and bringing the position to 107,973 shares worth $17.4M. The position accounts for 0.08% of the portfolio, ranked #234.

AE Wealth Management first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

AE Wealth Management held 107,973 shares of Invesco S&P 500 Momentum ETF worth $17.4M as of Q2 2026.
AE Wealth Management bought 5,087 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $717K.
Invesco S&P 500 Momentum ETF made up 0.08% of AE Wealth Management's portfolio in Q2 2026, its #234 holding.
AE Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.