AssetMark Inc’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

AssetMark Inc’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	$5.76M	Sell	35,682 -8,966	-20%	-$1.26M	0.01%	696
2026 Q1	$5.01M	Buy	44,648 +2,808	+7%	+$332K	0.01%	661
2025 Q4	$4.99M	Buy	41,840 +15,738	+60%	+$1.89M	0.01%	658
2025 Q3	$3.16M	Sell	26,102 -2,248	-8%	-$262K	0.01%	721
2025 Q2	$3.19M	Buy	28,350 +1,425	+5%	+$142K	0.01%	681
2025 Q1	$2.49M	Buy	26,925 +3,250	+14%	+$318K	0.01%	663
2024 Q4	$2.25M	Buy	23,675 +23,294	+6,114%	+$2.21M	0.01%	685
2024 Q3	$34.5K	Sell	381 -19	-5%	-$1.66K	﹤0.01%	1378
2024 Q2	$35K	Buy	400 +369	+1,190%	+$30K	﹤0.01%	1293
2024 Q1	$2.49K	Buy	+31	New	+$2.28K	﹤0.01%	1560

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

AssetMark Inc's SPMO Position: Q2 2026 in Review

AssetMark Inc reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 20% in Q2 2026, selling an estimated $1.26M and leaving 35,682 shares worth $5.76M. The position accounts for 0.01% of the portfolio, ranked #696.

AssetMark Inc first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

AssetMark Inc held 35,682 shares of Invesco S&P 500 Momentum ETF worth $5.76M as of Q2 2026.
AssetMark Inc sold 8,966 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.26M.
Invesco S&P 500 Momentum ETF made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #696 holding.
AssetMark Inc first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.