Brinker Capital Investments’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Brinker Capital Investments’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	$3.01M	Sell	26,872 -146,619	-85%	-$17.3M	0.03%	561
2025 Q4	$20.7M	Sell	173,491 -211,414	-55%	-$25.3M	0.15%	118
2025 Q3	$46.6M	Sell	384,905 -593,850	-61%	-$69.2M	0.36%	44
2025 Q2	$110M	Buy	978,755 +266,205	+37%	+$26.6M	0.94%	12
2025 Q1	$65.9M	Buy	712,550 +236,133	+50%	+$23.1M	0.65%	19
2024 Q4	$45.3M	Sell	476,417 -239,700	-33%	-$22.7M	0.45%	37
2024 Q3	$64.9M	Sell	716,117 -18,140	-2%	-$1.59M	0.65%	19
2024 Q2	$64.2M	Buy	734,257 +160,681	+28%	+$13.1M	0.68%	19
2024 Q1	$46M	Buy	+573,576	New	+$42.3M	0.49%	29

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

Brinker Capital Investments's SPMO Position: Q1 2026 in Review

Brinker Capital Investments reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 85% in Q1 2026, selling an estimated $17.3M and leaving 26,872 shares worth $3.01M. The position accounts for 0.03% of the portfolio, ranked #561.

Brinker Capital Investments first reported a position in SPMO in Q1 2024 and has held it in 9 quarters since. The position peaked at $110M in Q2 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Brinker Capital Investments held 26,872 shares of Invesco S&P 500 Momentum ETF worth $3.01M as of Q1 2026.
Brinker Capital Investments sold 146,619 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $17.3M.
Invesco S&P 500 Momentum ETF made up 0.03% of Brinker Capital Investments's portfolio in Q1 2026, its #561 holding.
Brinker Capital Investments first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 9 quarters since.
Brinker Capital Investments's Invesco S&P 500 Momentum ETF position peaked at $110M in Q2 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.