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Bull Oak Capital’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Bull Oak Capital’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 		$19.7M Buy
175,441
+17,488
+11% +$2.07M 7.56% 4
2025
Q4 		$18.8M Buy
157,953
+9,858
+7% +$1.18M 7.7% 4
2025
Q3 		$17.9M Buy
148,095
+34,526
+30% +$4.02M 7.61% 4
2025
Q2 		$12.8M Buy
+113,569
New +$11.3M 5.82% 4

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bull Oak Capital's SPMO Position: Q1 2026 in Review

Bull Oak Capital increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 11% in Q1 2026, buying an estimated $2.07M and bringing the position to 175,441 shares worth $19.7M. The position accounts for 7.56% of the portfolio, ranked #4.

Bull Oak Capital first reported a position in SPMO in Q2 2025 and has held it in 4 quarters since. 650 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • Bull Oak Capital held 175,441 shares of Invesco S&P 500 Momentum ETF worth $19.7M as of Q1 2026.
  • Bull Oak Capital bought 17,488 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $2.07M.
  • Invesco S&P 500 Momentum ETF made up 7.56% of Bull Oak Capital's portfolio in Q1 2026, its #4 holding.
  • Bull Oak Capital first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 4 quarters since.
  • 650 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.