Allworth Financial’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Allworth Financial’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	$5.22M	Sell	32,292 -1,565	-5%	-$221K	0.02%	342
2026 Q1	$3.8M	Sell	33,857 -2,430	-7%	-$287K	0.02%	407
2025 Q4	$4.33M	Buy	36,287 +2,952	+9%	+$354K	0.02%	382
2025 Q3	$4.04M	Buy	33,335 +6,309	+23%	+$735K	0.02%	355
2025 Q2	$3.04M	Sell	27,026 -897	-3%	-$89.5K	0.01%	406
2025 Q1	$2.59M	Sell	27,923 -627	-2%	-$61.4K	0.01%	353
2024 Q4	$2.88M	Buy	28,550 +328	+1%	+$31.1K	0.02%	339
2024 Q3	$2.56M	Buy	28,222 +6,657	+31%	+$583K	0.02%	296
2024 Q2	$1.86M	Buy	21,565 +1,850	+9%	+$150K	0.01%	344
2024 Q1	$1.58M	Buy	+19,715	New	+$1.45M	0.01%	345

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 22.9% 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

Allworth Financial's SPMO Position: Q2 2026 in Review

Allworth Financial reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 4.6% in Q2 2026, selling an estimated $221K and leaving 32,292 shares worth $5.22M. The position accounts for 0.02% of the portfolio, ranked #342.

Allworth Financial first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Allworth Financial held 32,292 shares of Invesco S&P 500 Momentum ETF worth $5.22M as of Q2 2026.
Allworth Financial sold 1,565 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $221K.
Invesco S&P 500 Momentum ETF made up 0.02% of Allworth Financial's portfolio in Q2 2026, its #342 holding.
Allworth Financial first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.