Arrowroot Family Office’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Arrowroot Family Office’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	$2.67M	Buy	16,534 +26	+0.2%	+$3.67K	0.76%	31
2026 Q1	$1.85M	Buy	16,508 +1,209	+8%	+$143K	0.61%	41
2025 Q4	$1.83M	Buy	15,299 +37	+0.2%	+$4.43K	0.66%	39
2025 Q3	$1.85M	Sell	15,262 -167	-1%	-$19.5K	0.74%	33
2025 Q2	$1.74M	Buy	+15,429	New	+$1.54M	0.78%	32
2024 Q4	$1.43M	Buy	15,045 +19	+0.1%	+$1.8K	0.74%	35
2024 Q3	$1.36M	Sell	15,026 -525	-3%	-$45.9K	0.79%	32
2024 Q2	$1.36M	Buy	15,551 +3,327	+27%	+$270K	0.87%	30
2024 Q1	$981K	Buy	12,224 +7,279	+147%	+$536K	0.63%	44
2023 Q4	$324K	Sell	4,945 -6,377	-56%	-$386K	0.23%	96
2023 Q3	$649K	Sell	11,322 -1,038	-8%	-$59.6K	0.51%	55
2023 Q2	$691K	Buy	12,360 +3,194	+35%	+$176K	0.52%	53
2023 Q1	$500K	Buy	+9,166	New	+$503K	0.43%	60

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

Arrowroot Family Office's SPMO Position: Q2 2026 in Review

Arrowroot Family Office increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.16% in Q2 2026, buying an estimated $3.67K and bringing the position to 16,534 shares worth $2.67M. The position accounts for 0.76% of the portfolio, ranked #31.

Arrowroot Family Office first reported a position in SPMO in Q1 2023 and has held it in 13 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Arrowroot Family Office held 16,534 shares of Invesco S&P 500 Momentum ETF worth $2.67M as of Q2 2026.
Arrowroot Family Office bought 26 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $3.67K.
Invesco S&P 500 Momentum ETF made up 0.76% of Arrowroot Family Office's portfolio in Q2 2026, its #31 holding.
Arrowroot Family Office first reported a position in Invesco S&P 500 Momentum ETF in Q1 2023 and has held it in 13 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.