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Benjamin Edwards Inc’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Benjamin Edwards Inc’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
Q1 		$1.06M Sell
9,460
-4,200
-31% -$496K 0.01% 739
2025
Q4 		$1.63M Hold
13,660
– – 0.02% 573
2025
Q3 		$1.65M Buy
+13,660
New +$1.59M 0.02% 536

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Benjamin Edwards Inc's SPMO Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 31% in Q1 2026, selling an estimated $496K and leaving 9,460 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #739.

Benjamin Edwards Inc first reported a position in SPMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.65M in Q3 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • Benjamin Edwards Inc held 9,460 shares of Invesco S&P 500 Momentum ETF worth $1.06M as of Q1 2026.
  • Benjamin Edwards Inc sold 4,200 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $496K.
  • Invesco S&P 500 Momentum ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #739 holding.
  • Benjamin Edwards Inc first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • Benjamin Edwards Inc's Invesco S&P 500 Momentum ETF position peaked at $1.65M in Q3 2025.
  • 648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.