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

Bryn Mawr 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	$253K	Buy	+1,565	New	+$221K	0.01%	406
2026 Q1	–	Sell	-1,800	Closed	-$215K	–	464
2025 Q4	$215K	Hold	1,800	–	–	0.01%	424
2025 Q3	$218K	Buy	+1,800	New	+$210K	0.01%	415

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

Bryn Mawr Capital Management's SPMO Position: Q2 2026 in Review

Bryn Mawr Capital Management opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 1,565 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #406 among its holdings. This is a return to the name: Bryn Mawr Capital Management previously reported a position in SPMO as recently as Q4 2025.

Bryn Mawr Capital Management first reported a position in SPMO in Q3 2025 and has held it in 3 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Bryn Mawr Capital Management held 1,565 shares of Invesco S&P 500 Momentum ETF worth $253K as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Bryn Mawr Capital Management position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.01% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #406 holding.
Bryn Mawr Capital Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 3 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.