Beacon Capital Management Inc (Ohio)’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Beacon Capital Management Inc (Ohio)’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	$3.88M	Sell	24,030 -4,727	-16%	-$666K	0.23%	37
2026 Q1	$3.22M	Sell	28,757 -405	-1%	-$47.9K	0.18%	40
2025 Q4	$3.48M	Sell	29,162 -1,468	-5%	-$176K	0.19%	40
2025 Q3	$3.71M	Sell	30,630 -865	-3%	-$101K	0.18%	41
2025 Q2	$3.54M	Sell	31,495 -323	-1%	-$32.2K	0.18%	26
2025 Q1	$3.34M	Sell	31,818 -6,988	-18%	-$684K	0.17%	24
2024 Q4	$3.69M	Sell	38,806 -505	-1%	-$47.9K	0.16%	25
2024 Q3	$3.56M	Buy	+39,311	New	+$3.44M	0.15%	27

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

Beacon Capital Management Inc (Ohio)'s SPMO Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 16% in Q2 2026, selling an estimated $666K and leaving 24,030 shares worth $3.88M. The position accounts for 0.23% of the portfolio, ranked #37.

Beacon Capital Management Inc (Ohio) first reported a position in SPMO in Q3 2024 and has held it in 8 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Beacon Capital Management Inc (Ohio) held 24,030 shares of Invesco S&P 500 Momentum ETF worth $3.88M as of Q2 2026.
Beacon Capital Management Inc (Ohio) sold 4,727 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $666K.
Invesco S&P 500 Momentum ETF made up 0.23% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #37 holding.
Beacon Capital Management Inc (Ohio) first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 8 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.