Atomi Financial Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Atomi Financial Group’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	$1.75M	Sell	10,851 -2,573	-19%	-$363K	0.05%	304
2026 Q1	$1.5M	Buy	13,424 +9,585	+250%	+$1.13M	0.05%	310
2025 Q4	$458K	Sell	3,839 -5,036	-57%	-$604K	0.01%	733
2025 Q3	$1.07M	Sell	8,875 -5,991	-40%	-$698K	0.03%	354
2025 Q2	$1.67M	Buy	14,866 +3,240	+28%	+$323K	0.06%	214
2025 Q1	$1.08M	Buy	11,626 +6,310	+119%	+$618K	0.05%	290
2024 Q4	$505K	Sell	5,316 -2,365	-31%	-$224K	0.03%	475
2024 Q3	$696K	Sell	7,681 -533	-6%	-$46.6K	0.04%	339
2024 Q2	$718K	Buy	8,214 +2,204	+37%	+$179K	0.05%	280
2024 Q1	$482K	Buy	+6,010	New	+$443K	0.04%	355

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

Atomi Financial Group's SPMO Position: Q2 2026 in Review

Atomi Financial Group reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 19% in Q2 2026, selling an estimated $363K and leaving 10,851 shares worth $1.75M. The position accounts for 0.05% of the portfolio, ranked #304.

Atomi Financial Group 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.

Atomi Financial Group held 10,851 shares of Invesco S&P 500 Momentum ETF worth $1.75M as of Q2 2026.
Atomi Financial Group sold 2,573 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $363K.
Invesco S&P 500 Momentum ETF made up 0.05% of Atomi Financial Group's portfolio in Q2 2026, its #304 holding.
Atomi Financial Group 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 Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.