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 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 $377B AUM 19.32% 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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aptus Capital Advisors's SPMO Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 14% in Q1 2026, selling an estimated $31.8K and leaving 1,643 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Aptus Capital Advisors first reported a position in SPMO in Q1 2024 and has held it in 6 quarters since. The position peaked at $228K in Q4 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Aptus Capital Advisors held 1,643 shares of Invesco S&P 500 Momentum ETF worth $184K as of Q1 2026.
Aptus Capital Advisors sold 269 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $31.8K.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1038 holding.
Aptus Capital Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 6 quarters since.
Aptus Capital Advisors's Invesco S&P 500 Momentum ETF position peaked at $228K in Q4 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.