AlphaCore Capital’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

AlphaCore Capital’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
2025 Q2	–	Sell	-1,005	Closed	-$93K	–	1091
2025 Q1	$93K	Buy	+1,005	New	+$98.4K	0.01%	529
2022 Q2	–	Sell	-715	Closed	-$44K	–	170
2022 Q1	$44K	Sell	715 -36	-5%	-$2.17K	0.02%	101
2021 Q4	$48K	Buy	+751	New	+$48K	0.02%	74

Other funds holding SPMO

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 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 $1.37T AUM 24.88% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

AlphaCore Capital's SPMO Position: Q2 2025 in Review

AlphaCore Capital sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2025, closing a stake of 1,005 shares — an estimated $93K sold.

AlphaCore Capital first reported a position in SPMO in Q4 2021 and held it in 3 quarters. The position peaked at $93K in Q1 2025. 474 funds tracked by Wall St. Rank hold SPMO as of Q2 2025.

AlphaCore Capital reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2025 after selling out during the quarter.
AlphaCore Capital sold 1,005 Invesco S&P 500 Momentum ETF shares in Q2 2025, an estimated $93K.
AlphaCore Capital first reported a position in Invesco S&P 500 Momentum ETF in Q4 2021 and held it in 3 quarters.
AlphaCore Capital's Invesco S&P 500 Momentum ETF position peaked at $93K in Q1 2025.
474 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2025.

Based on AlphaCore Capital's 13F filing for Q2 2025, filed 12 Aug 2025.