Axxcess Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Axxcess Wealth Management’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	$12.8M	Sell	79,108 -3,426	-4%	-$483K	0.2%	108
2026 Q1	$9.25M	Sell	82,534 -84,023	-50%	-$9.93M	0.3%	77
2025 Q4	$19.9M	Buy	166,557 +15,724	+10%	+$1.88M	0.34%	59
2025 Q3	$18.3M	Sell	150,833 -11,816	-7%	-$1.38M	0.39%	52
2025 Q2	$18.3M	Buy	162,649 +102,673	+171%	+$10.2M	0.43%	45
2025 Q1	$5.55M	Buy	59,976 +15,229	+34%	+$1.49M	0.15%	122
2024 Q4	$4.25M	Buy	44,747 +26,628	+147%	+$2.52M	0.1%	150
2024 Q3	$1.64M	Sell	18,119 -6,329	-26%	-$554K	0.04%	304
2024 Q2	$2.14M	Buy	+24,448	New	+$1.99M	0.06%	238

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

Axxcess Wealth Management's SPMO Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 4.2% in Q2 2026, selling an estimated $483K and leaving 79,108 shares worth $12.8M. The position accounts for 0.2% of the portfolio, ranked #108.

Axxcess Wealth Management first reported a position in SPMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.9M in Q4 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Axxcess Wealth Management held 79,108 shares of Invesco S&P 500 Momentum ETF worth $12.8M as of Q2 2026.
Axxcess Wealth Management sold 3,426 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $483K.
Invesco S&P 500 Momentum ETF made up 0.2% of Axxcess Wealth Management's portfolio in Q2 2026, its #108 holding.
Axxcess Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 9 quarters since.
Axxcess Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $19.9M in Q4 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.