Arax Advisory Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Arax Advisory Partners’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	$3.14M	Buy	19,415 +14,774	+318%	+$2.08M	0.02%	637
2026 Q1	$520K	Buy	4,641 +3,674	+380%	+$434K	0.01%	630
2025 Q4	$115K	Buy	+967	New	+$116K	﹤0.01%	1273
2025 Q3	–	Sell	-194	Closed	-$21.9K	–	4211
2025 Q2	$21.9K	Buy	+194	New	+$19.4K	﹤0.01%	1629

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

Arax Advisory Partners's SPMO Position: Q2 2026 in Review

Arax Advisory Partners increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 318% in Q2 2026, buying an estimated $2.08M and bringing the position to 19,415 shares worth $3.14M. The position accounts for 0.02% of the portfolio, ranked #637.

Arax Advisory Partners first reported a position in SPMO in Q2 2025 and has held it in 4 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Arax Advisory Partners held 19,415 shares of Invesco S&P 500 Momentum ETF worth $3.14M as of Q2 2026.
Arax Advisory Partners bought 14,774 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $2.08M.
Invesco S&P 500 Momentum ETF made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #637 holding.
Arax Advisory Partners first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 4 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.