Betterment LLC
SPMO icon

Betterment LLC’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Betterment LLC’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 		$7.93M Buy
49,106
+6,468
+15% +$912K 0.01% 151
2026
Q1 		$4.78M Buy
42,638
+7,787
+22% +$920K 0.01% 178
2025
Q4 		$4.16M Buy
34,851
+8,242
+31% +$988K 0.01% 174
2025
Q3 		$3.22M Buy
26,609
+5,263
+25% +$613K 0.01% 186
2025
Q2 		$2.4M Sell
21,346
-442
-2% -$44.1K 0.01% 200
2025
Q1 		$2.02M Sell
21,788
-1,954
-8% -$191K ﹤0.01% 204
2024
Q4 		$2.26M Buy
23,742
+10,917
+85% +$1.03M 0.01% 192
2024
Q3 		$1.16M Buy
12,825
+613
+5% +$53.6K ﹤0.01% 222
2024
Q2 		$1.07M Buy
12,212
+7,446
+156% +$605K ﹤0.01% 213
2024
Q1 		$382K Sell
4,766
-154
-3% -$11.3K ﹤0.01% 286
2023
Q4 		$322K Sell
4,920
-12
-0.2% -$726 ﹤0.01% 265
2023
Q3 		$283K Buy
4,932
+208
+4% +$11.9K ﹤0.01% 264
2023
Q2 		$264K Buy
4,724
+583
+14% +$32.2K ﹤0.01% 259
2023
Q1 		$226K Buy
+4,141
New +$227K ﹤0.01% 253

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 22.96% 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

Betterment LLC's SPMO Position: Q2 2026 in Review

Betterment LLC increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 15% in Q2 2026, buying an estimated $912K and bringing the position to 49,106 shares worth $7.93M. The position accounts for 0.01% of the portfolio, ranked #151.

Betterment LLC first reported a position in SPMO in Q1 2023 and has held it in 14 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Betterment LLC held 49,106 shares of Invesco S&P 500 Momentum ETF worth $7.93M as of Q2 2026.
  • Betterment LLC bought 6,468 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $912K.
  • Invesco S&P 500 Momentum ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #151 holding.
  • Betterment LLC first reported a position in Invesco S&P 500 Momentum ETF in Q1 2023 and has held it in 14 quarters since.
  • 763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.