Baltimore-Washington Financial Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Baltimore-Washington Financial 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	$43.3M	Buy	+267,862	New	+$37.8M	1.62%	21

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

Baltimore-Washington Financial Advisors's SPMO Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 267,862 shares worth $43.3M. The stake represents 1.62% of the portfolio and ranks #21 among its holdings.

764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Baltimore-Washington Financial Advisors held 267,862 shares of Invesco S&P 500 Momentum ETF worth $43.3M as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Baltimore-Washington Financial Advisors position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 1.62% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #21 holding.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.