B. Riley Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

B. Riley Wealth Advisors’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	$288K	Buy	+1,815	New	+$256K	0.02%	643
2026 Q1	–	Sell	-1,935	Closed	-$231K	–	1095
2025 Q4	$231K	Sell	1,935 -22,692	-92%	-$2.72M	0.01%	806
2025 Q3	$2.98M	Sell	24,627 -38,101	-61%	-$4.44M	0.14%	149
2025 Q2	$7.06M	Sell	62,728 -6,203	-9%	-$619K	0.33%	59
2025 Q1	$6.38M	Buy	68,931 +13,134	+24%	+$1.29M	0.19%	119
2024 Q4	$5.3M	Sell	55,797 -14,301	-20%	-$1.36M	0.17%	134
2024 Q3	$6.34M	Buy	70,098 +8,741	+14%	+$765K	0.18%	134
2024 Q2	$5.37M	Buy	+61,357	New	+$4.98M	0.14%	157

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

B. Riley Wealth Advisors's SPMO Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 1,815 shares worth $288K. The stake represents 0.02% of the portfolio and ranks #643 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in SPMO as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in SPMO in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.06M in Q2 2025. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

B. Riley Wealth Advisors held 1,815 shares of Invesco S&P 500 Momentum ETF worth $288K as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new B. Riley Wealth Advisors position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #643 holding.
B. Riley Wealth Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 8 quarters since.
B. Riley Wealth Advisors's Invesco S&P 500 Momentum ETF position peaked at $7.06M in Q2 2025.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.