Brookstone Capital Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Brookstone Capital Management’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	$1.94M	Buy	12,038 +1,066	+10%	+$150K	0.02%	502
2026 Q1	$1.23M	Sell	10,972 -145,983	-93%	-$17.3M	0.01%	582
2025 Q4	$18.7M	Sell	156,955 -38,793	-20%	-$4.65M	0.21%	115
2025 Q3	$23.7M	Buy	195,748 +183,705	+1,525%	+$21.4M	0.28%	85
2025 Q2	$1.35M	Buy	12,043 +7,114	+144%	+$710K	0.02%	495
2025 Q1	$456K	Buy	4,929 +1,854	+60%	+$181K	0.01%	736
2024 Q4	$292K	Sell	3,075 -1,909	-38%	-$181K	﹤0.01%	838
2024 Q3	$452K	Sell	4,984 -1,192	-19%	-$104K	0.01%	722
2024 Q2	$538K	Buy	6,176 +3,508	+131%	+$285K	0.01%	643
2024 Q1	$214K	Buy	+2,668	New	+$197K	﹤0.01%	867

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

Brookstone Capital Management's SPMO Position: Q2 2026 in Review

Brookstone Capital Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 9.7% in Q2 2026, buying an estimated $150K and bringing the position to 12,038 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #502.

Brookstone Capital Management first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $23.7M in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Brookstone Capital Management held 12,038 shares of Invesco S&P 500 Momentum ETF worth $1.94M as of Q2 2026.
Brookstone Capital Management bought 1,066 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $150K.
Invesco S&P 500 Momentum ETF made up 0.02% of Brookstone Capital Management's portfolio in Q2 2026, its #502 holding.
Brookstone Capital Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
Brookstone Capital Management's Invesco S&P 500 Momentum ETF position peaked at $23.7M in Q3 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.