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 Q2	$954K	Hold	5,907	–	–	0.02%	311
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 $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

Baker Avenue Asset Management's SPMO Position: Q2 2026 in Review

Baker Avenue Asset Management held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 5,907 shares worth $954K. The position accounts for 0.02% of the portfolio, ranked #311.

Baker Avenue Asset Management first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Baker Avenue Asset Management held 5,907 shares of Invesco S&P 500 Momentum ETF worth $954K as of Q2 2026.
Baker Avenue Asset Management left its Invesco S&P 500 Momentum ETF share count unchanged in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.02% of Baker Avenue Asset Management's portfolio in Q2 2026, its #311 holding.
Baker Avenue Asset Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.