Berkeley Capital Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Berkeley Capital Partners’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	$233K	Sell	2,075 -1	-0%	-$118	0.05%	162
2025 Q4	$248K	Sell	2,076 -97	-4%	-$11.6K	0.06%	170
2025 Q3	$263K	Buy	+2,173	New	+$253K	0.06%	157

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berkeley Capital Partners's SPMO Position: Q1 2026 in Review

Berkeley Capital Partners reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.05% in Q1 2026, selling an estimated $118 and leaving 2,075 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #162.

Berkeley Capital Partners first reported a position in SPMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $263K in Q3 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Berkeley Capital Partners held 2,075 shares of Invesco S&P 500 Momentum ETF worth $233K as of Q1 2026.
Berkeley Capital Partners sold 1 Invesco S&P 500 Momentum ETF share in Q1 2026, an estimated $118.
Invesco S&P 500 Momentum ETF made up 0.05% of Berkeley Capital Partners's portfolio in Q1 2026, its #162 holding.
Berkeley Capital Partners first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 3 quarters since.
Berkeley Capital Partners's Invesco S&P 500 Momentum ETF position peaked at $263K in Q3 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.