Atria Investments’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Atria Investments’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	$3.23M	Sell	20,000 -3,724	-16%	-$525K	0.03%	539
2026 Q1	$2.66M	Sell	23,724 -93,923	-80%	-$11.1M	0.03%	583
2025 Q4	$14M	Sell	117,647 -8,348	-7%	-$1M	0.16%	124
2025 Q3	$15.3M	Sell	125,995 -4,200	-3%	-$489K	0.17%	111
2025 Q2	$14.6M	Buy	130,195 +113,814	+695%	+$11.4M	0.17%	123
2025 Q1	$1.52M	Buy	16,381 +1,329	+9%	+$130K	0.02%	829
2024 Q4	$1.43M	Buy	15,052 +3,581	+31%	+$339K	0.02%	823
2024 Q3	$1.04M	Sell	11,471 -3,387	-23%	-$296K	0.01%	946
2024 Q2	$1.3M	Sell	14,858 -1,984	-12%	-$161K	0.02%	813
2024 Q1	$1.35M	Buy	+16,842	New	+$1.24M	0.02%	812

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 22.9% 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

Atria Investments's SPMO Position: Q2 2026 in Review

Atria Investments reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 16% in Q2 2026, selling an estimated $525K and leaving 20,000 shares worth $3.23M. The position accounts for 0.03% of the portfolio, ranked #539.

Atria Investments first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.3M in Q3 2025. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Atria Investments held 20,000 shares of Invesco S&P 500 Momentum ETF worth $3.23M as of Q2 2026.
Atria Investments sold 3,724 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $525K.
Invesco S&P 500 Momentum ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #539 holding.
Atria Investments first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
Atria Investments's Invesco S&P 500 Momentum ETF position peaked at $15.3M in Q3 2025.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.