Ameritas Advisory Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Ameritas Advisory Services’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	$24.2M	Buy	150,022 +135,432	+928%	+$19.1M	0.49%	48
2026 Q1	$1.64M	Sell	14,590 -449	-3%	-$53.1K	0.06%	262
2025 Q4	$1.79M	Buy	15,039 +8,338	+124%	+$999K	0.07%	244
2025 Q3	$811K	Sell	6,701 -31,037	-82%	-$3.62M	0.05%	287
2025 Q2	$4.24M	Buy	37,738 +33,804	+859%	+$3.37M	0.22%	95
2025 Q1	$371K	Buy	3,934 +994	+34%	+$97.3K	0.02%	641
2024 Q4	$279K	Buy	+2,940	New	+$279K	0.01%	746

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

Ameritas Advisory Services's SPMO Position: Q2 2026 in Review

Ameritas Advisory Services increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 928% in Q2 2026, buying an estimated $19.1M and bringing the position to 150,022 shares worth $24.2M. The position accounts for 0.49% of the portfolio, ranked #48.

Ameritas Advisory Services first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Ameritas Advisory Services held 150,022 shares of Invesco S&P 500 Momentum ETF worth $24.2M as of Q2 2026.
Ameritas Advisory Services bought 135,432 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $19.1M.
Invesco S&P 500 Momentum ETF made up 0.49% of Ameritas Advisory Services's portfolio in Q2 2026, its #48 holding.
Ameritas Advisory Services first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.