Brand Asset Management Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Brand Asset Management Group’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	$303K	Hold	1,876	–	–	0.07%	173
2026 Q1	$210K	Sell	1,876 -2,387	-56%	-$282K	0.05%	190
2025 Q4	$509K	Sell	4,263 -243	-5%	-$29.1K	0.14%	90
2025 Q3	$545K	Buy	4,506 +466	+12%	+$54.3K	0.15%	82
2025 Q2	$454K	Buy	4,040 +1,322	+49%	+$132K	0.17%	55
2025 Q1	$252K	Sell	2,718 -389	-13%	-$38.1K	0.1%	79
2024 Q4	$295K	Buy	3,107 +795	+34%	+$75.4K	0.12%	70
2024 Q3	$210K	Buy	+2,312	New	+$202K	0.08%	88

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

Brand Asset Management Group's SPMO Position: Q2 2026 in Review

Brand Asset Management Group held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 1,876 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #173.

Brand Asset Management Group first reported a position in SPMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $545K in Q3 2025. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Brand Asset Management Group held 1,876 shares of Invesco S&P 500 Momentum ETF worth $303K as of Q2 2026.
Brand Asset Management Group left its Invesco S&P 500 Momentum ETF share count unchanged in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.07% of Brand Asset Management Group's portfolio in Q2 2026, its #173 holding.
Brand Asset Management Group first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 8 quarters since.
Brand Asset Management Group's Invesco S&P 500 Momentum ETF position peaked at $545K in Q3 2025.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.