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Axos Invest’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Axos Invest’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 		$334K Buy
2,065
+38
+2% +$5.36K 0.24% 18
2026
Q1 		$227K Sell
2,027
-1,170
-37% -$138K 0.17% 19
2025
Q4 		$381K Buy
+3,197
New +$383K 0.28% 17

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWP
Perfromance Wealth Partners Hinsdale, Illinois $4.03B AUM 33.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Axos Invest's SPMO Position: Q2 2026 in Review

Axos Invest increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.9% in Q2 2026, buying an estimated $5.36K and bringing the position to 2,065 shares worth $334K. The position accounts for 0.24% of the portfolio, ranked #18.

Axos Invest first reported a position in SPMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $381K in Q4 2025. 507 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Axos Invest held 2,065 shares of Invesco S&P 500 Momentum ETF worth $334K as of Q2 2026.
  • Axos Invest bought 38 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $5.36K.
  • Invesco S&P 500 Momentum ETF made up 0.24% of Axos Invest's portfolio in Q2 2026, its #18 holding.
  • Axos Invest first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • Axos Invest's Invesco S&P 500 Momentum ETF position peaked at $381K in Q4 2025.
  • 507 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Axos Invest's 13F filing for Q2 2026, filed 7 Aug 2026.