BOK Financial Private Wealth’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

BOK Financial Private Wealth’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	$552K	Buy	3,417 +5	+0.1%	+$705	0.03%	118
2026 Q1	$382K	Buy	3,412 +30	+0.9%	+$3.54K	0.02%	142
2025 Q4	$404K	Buy	+3,382	New	+$405K	0.02%	140

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

BOK Financial Private Wealth's SPMO Position: Q2 2026 in Review

BOK Financial Private Wealth increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.15% in Q2 2026, buying an estimated $705 and bringing the position to 3,417 shares worth $552K. The position accounts for 0.03% of the portfolio, ranked #118.

BOK Financial Private Wealth first reported a position in SPMO in Q4 2025 and has held it in 3 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

BOK Financial Private Wealth held 3,417 shares of Invesco S&P 500 Momentum ETF worth $552K as of Q2 2026.
BOK Financial Private Wealth bought 5 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $705.
Invesco S&P 500 Momentum ETF made up 0.03% of BOK Financial Private Wealth's portfolio in Q2 2026, its #118 holding.
BOK Financial Private Wealth first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 3 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.