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

Alpine Bank 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	$79.3M	Sell	490,988 -300,726	-38%	-$42.4M	10.18%	1
2026 Q1	$88.8M	Sell	791,714 -57,287	-7%	-$6.77M	12.91%	2
2025 Q4	$101M	Sell	849,001 -5,511	-0.6%	-$660K	14.33%	2
2025 Q3	$103M	Buy	854,512 +51,696	+6%	+$6.02M	14.56%	1
2025 Q2	$90.3M	Buy	802,816 +193,882	+32%	+$19.4M	13.64%	1
2025 Q1	$56.3M	Buy	+608,934	New	+$59.6M	9.04%	2
2024 Q3	$41.9M	Buy	+462,757	New	+$40.5M	6.7%	4

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

Alpine Bank Wealth Management's SPMO Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 38% in Q2 2026, selling an estimated $42.4M and leaving 490,988 shares worth $79.3M. The position accounts for 10.18% of the portfolio, ranked #1.

Alpine Bank Wealth Management first reported a position in SPMO in Q3 2024 and has held it in 7 quarters since. The position peaked at $103M in Q3 2025. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Alpine Bank Wealth Management held 490,988 shares of Invesco S&P 500 Momentum ETF worth $79.3M as of Q2 2026.
Alpine Bank Wealth Management sold 300,726 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $42.4M.
Invesco S&P 500 Momentum ETF made up 10.18% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #1 holding.
Alpine Bank Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 7 quarters since.
Alpine Bank Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $103M in Q3 2025.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.