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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
Q2 		$1.54M Buy
9,560
+100
+1% +$14.1K 0.01% 651
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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Benjamin Edwards Inc's SPMO Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.1% in Q2 2026, buying an estimated $14.1K and bringing the position to 9,560 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #651.

Benjamin Edwards Inc first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.65M in Q3 2025. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Benjamin Edwards Inc held 9,560 shares of Invesco S&P 500 Momentum ETF worth $1.54M as of Q2 2026.
  • Benjamin Edwards Inc bought 100 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $14.1K.
  • Invesco S&P 500 Momentum ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #651 holding.
  • Benjamin Edwards Inc first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • Benjamin Edwards Inc's Invesco S&P 500 Momentum ETF position peaked at $1.65M in Q3 2025.
  • 766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.