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BAM Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

BAM Wealth 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 		$402K Sell
2,489
-256
-9% -$36.1K 0.25% 115
2026
Q1 		$308K Buy
2,745
+234
+9% +$27.7K 0.23% 105
2025
Q4 		$300K Buy
2,511
+624
+33% +$74.8K 0.22% 113
2025
Q3 		$228K Buy
+1,887
New +$220K 0.18% 134

Other funds holding SPMO

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BAM Wealth Management's SPMO Position: Q2 2026 in Review

BAM Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 9.3% in Q2 2026, selling an estimated $36.1K and leaving 2,489 shares worth $402K. The position accounts for 0.25% of the portfolio, ranked #115.

BAM Wealth Management first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. 467 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • BAM Wealth Management held 2,489 shares of Invesco S&P 500 Momentum ETF worth $402K as of Q2 2026.
  • BAM Wealth Management sold 256 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $36.1K.
  • Invesco S&P 500 Momentum ETF made up 0.25% of BAM Wealth Management's portfolio in Q2 2026, its #115 holding.
  • BAM Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • 467 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.