Burke & Herbert Bank & Trust’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Burke & Herbert Bank & Trust’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	$1.02M	Buy	6,292 +2,742	+77%	+$387K	0.25%	101
2026 Q1	$398K	Buy	3,550 +13	+0.4%	+$1.54K	0.11%	161
2025 Q4	$422K	Buy	3,537 +1,752	+98%	+$210K	0.12%	152
2025 Q3	$216K	Buy	+1,785	New	+$208K	0.05%	229

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

Burke & Herbert Bank & Trust's SPMO Position: Q2 2026 in Review

Burke & Herbert Bank & Trust increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 77% in Q2 2026, buying an estimated $387K and bringing the position to 6,292 shares worth $1.02M. The position accounts for 0.25% of the portfolio, ranked #101.

Burke & Herbert Bank & Trust first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Burke & Herbert Bank & Trust held 6,292 shares of Invesco S&P 500 Momentum ETF worth $1.02M as of Q2 2026.
Burke & Herbert Bank & Trust bought 2,742 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $387K.
Invesco S&P 500 Momentum ETF made up 0.25% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #101 holding.
Burke & Herbert Bank & Trust first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.