Cadia Private Client’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Cadia Private Client’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	$687K	Buy	4,251 +1,001	+31%	+$141K	0.49%	38
2026 Q1	$364K	Buy	+3,250	New	+$384K	0.3%	48

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

Cadia Private Client's SPMO Position: Q2 2026 in Review

Cadia Private Client increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 31% in Q2 2026, buying an estimated $141K and bringing the position to 4,251 shares worth $687K. The position accounts for 0.49% of the portfolio, ranked #38.

Cadia Private Client first reported a position in SPMO in Q1 2026 and has held it in 2 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Cadia Private Client held 4,251 shares of Invesco S&P 500 Momentum ETF worth $687K as of Q2 2026.
Cadia Private Client bought 1,001 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $141K.
Invesco S&P 500 Momentum ETF made up 0.49% of Cadia Private Client's portfolio in Q2 2026, its #38 holding.
Cadia Private Client first reported a position in Invesco S&P 500 Momentum ETF in Q1 2026 and has held it in 2 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.