Belpointe Asset Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Belpointe Asset Management’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	$7.12M	Buy	44,089 +18,858	+75%	+$2.66M	0.23%	78
2026 Q1	$2.83M	Buy	25,231 +572	+2%	+$67.6K	0.1%	179
2025 Q4	$2.94M	Sell	24,659 -20,965	-46%	-$2.51M	0.11%	163
2025 Q3	$5.52M	Buy	45,624 +32,716	+253%	+$3.81M	0.21%	81
2025 Q2	$1.45M	Sell	12,908 -1,357	-10%	-$135K	0.06%	260
2025 Q1	$1.32M	Buy	14,265 +10,098	+242%	+$988K	0.07%	271
2024 Q4	$372K	Buy	+4,167	New	+$395K	0.02%	583

Other funds holding SPMO

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

DCM

Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

Belpointe Asset Management's SPMO Position: Q2 2026 in Review

Belpointe Asset Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 75% in Q2 2026, buying an estimated $2.66M and bringing the position to 44,089 shares worth $7.12M. The position accounts for 0.23% of the portfolio, ranked #78.

Belpointe Asset Management first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 362 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Belpointe Asset Management held 44,089 shares of Invesco S&P 500 Momentum ETF worth $7.12M as of Q2 2026.
Belpointe Asset Management bought 18,858 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $2.66M.
Invesco S&P 500 Momentum ETF made up 0.23% of Belpointe Asset Management's portfolio in Q2 2026, its #78 holding.
Belpointe Asset Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
362 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.