Bank of Montreal’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Bank of Montreal’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	$1.07M	Buy	6,647 +1,128	+20%	+$159K	﹤0.01%	2047
2026 Q1	$619K	Buy	5,519 +1,552	+39%	+$183K	﹤0.01%	2292
2025 Q4	$473K	Buy	3,967 +739	+23%	+$88.6K	﹤0.01%	2338
2025 Q3	$391K	Buy	3,228 +363	+13%	+$42.3K	﹤0.01%	2391
2025 Q2	$322K	Buy	2,865 +1,382	+93%	+$138K	﹤0.01%	2548
2025 Q1	$137K	Buy	+1,483	New	+$145K	﹤0.01%	2842

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of Montreal's SPMO Position: Q2 2026 in Review

Bank of Montreal increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 20% in Q2 2026, buying an estimated $159K and bringing the position to 6,647 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

Bank of Montreal first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. 732 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Bank of Montreal held 6,647 shares of Invesco S&P 500 Momentum ETF worth $1.07M as of Q2 2026.
Bank of Montreal bought 1,128 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $159K.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2047 holding.
Bank of Montreal first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
732 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.