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
2026 Q3	$68.2K	Buy	+450	New	+$67K	﹤0.01%	1458
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%	-$2.18K	0.02%	101
2021 Q4	$48K	Buy	+751	New	+$48K	0.02%	74

Other funds holding SPMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

AlphaCore Capital's SPMO Position: Q3 2026 in Review

AlphaCore Capital opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q3 2026: 450 shares worth $68.2K. The stake represents ﹤0.01% of the portfolio and ranks #1458 among its holdings. This is a return to the name: AlphaCore Capital previously reported a position in SPMO as recently as Q1 2025.

AlphaCore Capital first reported a position in SPMO in Q4 2021 and has held it in 4 quarters since. The position peaked at $93K in Q1 2025. 451 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

AlphaCore Capital held 450 shares of Invesco S&P 500 Momentum ETF worth $68.2K as of Q3 2026.
Invesco S&P 500 Momentum ETF was a new AlphaCore Capital position in Q3 2026.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1458 holding.
AlphaCore Capital first reported a position in Invesco S&P 500 Momentum ETF in Q4 2021 and has held it in 4 quarters since.
AlphaCore Capital's Invesco S&P 500 Momentum ETF position peaked at $93K in Q1 2025.
451 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.