Baker Avenue Asset Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Baker Avenue Asset 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 Q1	$662K	Buy	5,907 +3,542	+150%	+$419K	0.02%	359
2025 Q4	$282K	Sell	2,365 -992	-30%	-$119K	0.01%	522
2025 Q3	$406K	Buy	+3,357	New	+$391K	0.01%	400

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baker Avenue Asset Management's SPMO Position: Q1 2026 in Review

Baker Avenue Asset Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 150% in Q1 2026, buying an estimated $419K and bringing the position to 5,907 shares worth $662K. The position accounts for 0.02% of the portfolio, ranked #359.

Baker Avenue Asset Management first reported a position in SPMO in Q3 2025 and has held it in 3 quarters since. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Baker Avenue Asset Management held 5,907 shares of Invesco S&P 500 Momentum ETF worth $662K as of Q1 2026.
Baker Avenue Asset Management bought 3,542 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $419K.
Invesco S&P 500 Momentum ETF made up 0.02% of Baker Avenue Asset Management's portfolio in Q1 2026, its #359 holding.
Baker Avenue Asset Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 3 quarters since.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.