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Bush Investment Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Bush Investment Group’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 		$1.86M Buy
16,559
+1,280
+8% +$151K 1.01% 23
2025
Q4 		$1.82M Buy
15,279
+4,952
+48% +$593K 1.02% 24
2025
Q3 		$1.25M Buy
10,327
+283
+3% +$33K 0.74% 26
2025
Q2 		$1.13M Buy
10,044
+145
+1% +$14.5K 0.76% 26
2025
Q1 		$916K Buy
9,899
+379
+4% +$37.1K 0.69% 24
2024
Q4 		$904K Buy
+9,520
New +$902K 0.71% 21

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 $13.4B AUM 22.25% 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 22.96% 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

Bush Investment Group's SPMO Position: Q1 2026 in Review

Bush Investment Group increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 8.4% in Q1 2026, buying an estimated $151K and bringing the position to 16,559 shares worth $1.86M. The position accounts for 1.01% of the portfolio, ranked #23.

Bush Investment Group first reported a position in SPMO in Q4 2024 and has held it in 6 quarters since. 650 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • Bush Investment Group held 16,559 shares of Invesco S&P 500 Momentum ETF worth $1.86M as of Q1 2026.
  • Bush Investment Group bought 1,280 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $151K.
  • Invesco S&P 500 Momentum ETF made up 1.01% of Bush Investment Group's portfolio in Q1 2026, its #23 holding.
  • Bush Investment Group first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 6 quarters since.
  • 650 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.