Brown Advisory’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Brown Advisory’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	$1.15M	Hold	10,226	–	–	﹤0.01%	805
2025 Q4	$1.22M	Hold	10,226	–	–	﹤0.01%	792
2025 Q3	$1.24M	Buy	10,226 +104	+1%	+$12.1K	﹤0.01%	768
2025 Q2	$1.14M	Hold	10,122	–	–	﹤0.01%	779
2025 Q1	$937K	Buy	10,122 +3,636	+56%	+$356K	﹤0.01%	806
2024 Q4	$616K	Buy	+6,486	New	+$615K	﹤0.01%	946

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

Brown Advisory's SPMO Position: Q1 2026 in Review

Brown Advisory held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q1 2026 at 10,226 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Brown Advisory first reported a position in SPMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.24M in Q3 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Brown Advisory held 10,226 shares of Invesco S&P 500 Momentum ETF worth $1.15M as of Q1 2026.
Brown Advisory left its Invesco S&P 500 Momentum ETF share count unchanged in Q1 2026.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #805 holding.
Brown Advisory first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 6 quarters since.
Brown Advisory's Invesco S&P 500 Momentum ETF position peaked at $1.24M in Q3 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.