Beacon Pointe Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Beacon Pointe 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	$7.51M	Buy	46,459 +30	+0.1%	+$4.23K	0.03%	414
2026 Q1	$5.21M	Buy	46,429 +25,017	+117%	+$2.96M	0.03%	461
2025 Q4	$2.55M	Buy	21,412 +1,167	+6%	+$140K	0.02%	538
2025 Q3	$2.45M	Sell	20,245 -7,130	-26%	-$831K	0.02%	505
2025 Q2	$3.08M	Sell	27,375 -120	-0.4%	-$12K	0.03%	400
2025 Q1	$2.54M	Hold	27,495	–	–	0.03%	415
2024 Q4	$2.61M	Buy	27,495 +2,865	+12%	+$272K	0.03%	403
2024 Q3	$2.23M	Hold	24,630	–	–	0.03%	444
2024 Q2	$2.15M	Buy	24,630 +190	+0.8%	+$15.4K	0.03%	458
2024 Q1	$1.96M	Hold	24,440	–	–	0.02%	501
2023 Q4	$1.6M	Hold	24,440	–	–	0.02%	534
2023 Q3	$1.4M	Buy	24,440 +40	+0.2%	+$2.3K	0.02%	540
2023 Q2	$1.36M	Hold	24,400	–	–	0.02%	450
2023 Q1	$1.33M	Sell	24,400 -250	-1%	-$13.7K	0.02%	480
2022 Q4	$1.4M	Hold	24,650	–	–	0.03%	438
2022 Q3	$1.24M	Sell	24,650 -3,000	-11%	-$163K	0.03%	419
2022 Q2	$1.44M	Hold	27,650	–	–	0.03%	389
2022 Q1	$1.69M	Buy	27,650 +100	+0.4%	+$6.04K	0.02%	484
2021 Q4	$1.78M	Sell	27,550 -100	-0.4%	-$6.39K	0.05%	272
2021 Q3	$1.67M	Buy	27,650 +19,450	+237%	+$1.2M	0.04%	309
2021 Q2	$487K	Buy	+8,200	New	+$457K	0.02%	486

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 Pointe Advisors's SPMO Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.06% in Q2 2026, buying an estimated $4.23K and bringing the position to 46,459 shares worth $7.51M. The position accounts for 0.03% of the portfolio, ranked #414.

Beacon Pointe Advisors first reported a position in SPMO in Q2 2021 and has held it in 21 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Beacon Pointe Advisors held 46,459 shares of Invesco S&P 500 Momentum ETF worth $7.51M as of Q2 2026.
Beacon Pointe Advisors bought 30 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $4.23K.
Invesco S&P 500 Momentum ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #414 holding.
Beacon Pointe Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2021 and has held it in 21 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.