Berbice Capital Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Berbice Capital 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	$5.56M	Sell	34,433 -1,400	-4%	-$197K	2.88%	13
2026 Q1	$4.02M	Sell	35,833 -24,301	-40%	-$2.87M	2.63%	12
2025 Q4	$7.18M	Hold	60,134	–	–	4.31%	7
2025 Q3	$7.28M	Buy	60,134 +6,225	+12%	+$725K	4.48%	7
2025 Q2	$6.06M	Buy	53,909 +29,373	+120%	+$2.93M	4.25%	7
2025 Q1	$2.27M	Buy	24,536 +11,185	+84%	+$1.09M	1.96%	15
2024 Q4	$1.27M	Buy	+13,351	New	+$1.27M	1.02%	18

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

Berbice Capital Management's SPMO Position: Q2 2026 in Review

Berbice Capital Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 3.9% in Q2 2026, selling an estimated $197K and leaving 34,433 shares worth $5.56M. The position accounts for 2.88% of the portfolio, ranked #13.

Berbice Capital Management first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.28M in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Berbice Capital Management held 34,433 shares of Invesco S&P 500 Momentum ETF worth $5.56M as of Q2 2026.
Berbice Capital Management sold 1,400 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $197K.
Invesco S&P 500 Momentum ETF made up 2.88% of Berbice Capital Management's portfolio in Q2 2026, its #13 holding.
Berbice Capital Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Berbice Capital Management's Invesco S&P 500 Momentum ETF position peaked at $7.28M in Q3 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.