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

Baird 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	$1.78M	Buy	11,030 +3,980	+56%	+$561K	﹤0.01%	1138
2026 Q1	$790K	Sell	7,050 -1,468	-17%	-$173K	﹤0.01%	1335
2025 Q4	$1.02M	Buy	8,518 +3,882	+84%	+$465K	﹤0.01%	1241
2025 Q3	$561K	Buy	4,636 +2,011	+77%	+$234K	﹤0.01%	1428
2025 Q2	$295K	Sell	2,625 -1,874	-42%	-$187K	﹤0.01%	1594
2025 Q1	$416K	Buy	+4,499	New	+$440K	﹤0.01%	1447

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

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

Baird Financial Group increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 56% in Q2 2026, buying an estimated $561K and bringing the position to 11,030 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Baird Financial Group first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Baird Financial Group held 11,030 shares of Invesco S&P 500 Momentum ETF worth $1.78M as of Q2 2026.
Baird Financial Group bought 3,980 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $561K.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1138 holding.
Baird Financial Group first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.