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Barrett & Company’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Barrett & Company’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 		$651 Hold
4
– – ﹤0.01% 675
2026
Q1 		$451 Hold
4
– – ﹤0.01% 637
2025
Q4 		$478 Buy
+4
New +$479 ﹤0.01% 641

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barrett & Company's SPMO Position: Q2 2026 in Review

Barrett & Company held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 4 shares worth $651. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Barrett & Company first reported a position in SPMO in Q4 2025 and has held it in 3 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Barrett & Company held 4 shares of Invesco S&P 500 Momentum ETF worth $651 as of Q2 2026.
  • Barrett & Company left its Invesco S&P 500 Momentum ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Momentum ETF made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #675 holding.
  • Barrett & Company first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.