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Calton & Associates’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Calton & Associates’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 		– Sell
-8,361
Closed -$937K – 486
2026
Q1 		$937K Sell
8,361
-6,866
-45% -$811K 0.13% 141
2025
Q4 		$1.82M Buy
15,227
+2,619
+21% +$314K 0.27% 75
2025
Q3 		$1.53M Buy
12,608
+5,654
+81% +$659K 0.23% 87
2025
Q2 		$782K Buy
+6,954
New +$694K 0.14% 146

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Calton & Associates's SPMO Position: Q2 2026 in Review

Calton & Associates sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026, closing a stake of 8,361 shares — an estimated $937K sold.

Calton & Associates first reported a position in SPMO in Q2 2025 and held it in 4 quarters. The position peaked at $1.82M in Q4 2025. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Calton & Associates reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 8,361 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $937K.
  • Calton & Associates first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and held it in 4 quarters.
  • Calton & Associates's Invesco S&P 500 Momentum ETF position peaked at $1.82M in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.