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 Q2	$1.65M	Hold	10,226	–	–	﹤0.01%	767
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 $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

Brown Advisory's SPMO Position: Q2 2026 in Review

Brown Advisory held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 10,226 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Brown Advisory first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Brown Advisory held 10,226 shares of Invesco S&P 500 Momentum ETF worth $1.65M as of Q2 2026.
Brown Advisory left its Invesco S&P 500 Momentum ETF share count unchanged in Q2 2026.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #767 holding.
Brown Advisory first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.