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

Aptus Capital Advisors’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	$342K	Buy	2,118 +475	+29%	+$67K	﹤0.01%	898
2026 Q1	$184K	Sell	1,643 -269	-14%	-$31.8K	﹤0.01%	1038
2025 Q4	$228K	Buy	1,912 +873	+84%	+$105K	﹤0.01%	989
2025 Q3	$126K	Buy	+1,039	New	+$121K	﹤0.01%	1071
2024 Q4	–	Sell	-28	Closed	-$2.54K	–	1456
2024 Q3	$2.54K	Hold	28	–	–	﹤0.01%	1177
2024 Q2	$2.45K	Sell	28 -30	-52%	-$2.44K	﹤0.01%	1103
2024 Q1	$4.65K	Buy	+58	New	+$4.27K	﹤0.01%	1089

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

Aptus Capital Advisors's SPMO Position: Q2 2026 in Review

Aptus Capital Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 29% in Q2 2026, buying an estimated $67K and bringing the position to 2,118 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Aptus Capital Advisors first reported a position in SPMO in Q1 2024 and has held it in 7 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Aptus Capital Advisors held 2,118 shares of Invesco S&P 500 Momentum ETF worth $342K as of Q2 2026.
Aptus Capital Advisors bought 475 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $67K.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #898 holding.
Aptus Capital Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 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 Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.