Asset Dedication LLC’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Asset Dedication LLC’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	$8.33K	Buy	+52	New	+$7.33K	﹤0.01%	816

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

Asset Dedication LLC's SPMO Position: Q2 2026 in Review

Asset Dedication LLC opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 52 shares worth $8.33K. The stake represents ﹤0.01% of the portfolio and ranks #816 among its holdings.

764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Asset Dedication LLC held 52 shares of Invesco S&P 500 Momentum ETF worth $8.33K as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Asset Dedication LLC position in Q2 2026.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #816 holding.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.