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 Q2	$423K	Buy	2,619 +544	+26%	+$76.7K	0.09%	143
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 $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

Berkeley Capital Partners's SPMO Position: Q2 2026 in Review

Berkeley Capital Partners increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 26% in Q2 2026, buying an estimated $76.7K and bringing the position to 2,619 shares worth $423K. The position accounts for 0.09% of the portfolio, ranked #143.

Berkeley Capital Partners first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Berkeley Capital Partners held 2,619 shares of Invesco S&P 500 Momentum ETF worth $423K as of Q2 2026.
Berkeley Capital Partners bought 544 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $76.7K.
Invesco S&P 500 Momentum ETF made up 0.09% of Berkeley Capital Partners's portfolio in Q2 2026, its #143 holding.
Berkeley Capital Partners first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.