Bell Investment Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Bell Investment 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	$380K	Buy	2,350 +3	+0.1%	+$423	0.06%	99
2026 Q1	$263K	Buy	2,347 +7	+0.3%	+$827	0.04%	109
2025 Q4	$279K	Buy	2,340 +6	+0.3%	+$719	0.04%	105
2025 Q3	$283K	Buy	2,334 +4	+0.2%	+$466	0.05%	104
2025 Q2	$262K	Buy	2,330 +4	+0.2%	+$399	0.05%	102
2025 Q1	$215K	Buy	2,326 +4	+0.2%	+$391	0.04%	107
2024 Q4	$221K	Buy	2,322 +5	+0.2%	+$474	0.04%	104
2024 Q3	$210K	Buy	2,317 +2	+0.1%	+$175	0.04%	102
2024 Q2	$202K	Buy	2,315 +2	+0.1%	+$162	0.04%	102
2024 Q1	$186K	Buy	2,313 +3	+0.1%	+$221	0.04%	102
2023 Q4	$151K	Buy	+2,310	New	+$140K	0.03%	107

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

Bell Investment Advisors's SPMO Position: Q2 2026 in Review

Bell Investment Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.13% in Q2 2026, buying an estimated $423 and bringing the position to 2,350 shares worth $380K. The position accounts for 0.06% of the portfolio, ranked #99.

Bell Investment Advisors first reported a position in SPMO in Q4 2023 and has held it in 11 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Bell Investment Advisors held 2,350 shares of Invesco S&P 500 Momentum ETF worth $380K as of Q2 2026.
Bell Investment Advisors bought 3 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $423.
Invesco S&P 500 Momentum ETF made up 0.06% of Bell Investment Advisors's portfolio in Q2 2026, its #99 holding.
Bell Investment Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2023 and has held it in 11 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.