Cambridge Investment Research Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Cambridge Investment Research Advisors’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	$217M	Buy	1,343,836 +279,905	+26%	+$39.5M	0.49%	27
2026 Q1	$119M	Buy	1,063,931 +175,257	+20%	+$20.7M	0.31%	49
2025 Q4	$106M	Buy	888,674 +49,905	+6%	+$5.98M	0.28%	54
2025 Q3	$102M	Buy	838,769 +133,551	+19%	+$15.6M	0.28%	55
2025 Q2	$79.3M	Buy	705,218 +181,369	+35%	+$18.1M	0.24%	70
2025 Q1	$48.5M	Buy	523,849 +96,484	+23%	+$9.44M	0.16%	117
2024 Q4	$40.6M	Buy	427,365 +113,134	+36%	+$10.7M	0.14%	144
2024 Q3	$28.5M	Buy	314,231 +31,596	+11%	+$2.76M	0.1%	203
2024 Q2	$24.7M	Buy	282,635 +235,939	+505%	+$19.2M	0.09%	209
2024 Q1	$3.75M	Buy	46,696 +29,613	+173%	+$2.18M	0.01%	914
2023 Q4	$1.12M	Buy	17,083 +2,131	+14%	+$129K	﹤0.01%	1577
2023 Q3	$856K	Sell	14,952 -18,400	-55%	-$1.06M	﹤0.01%	1672
2023 Q2	$1.87M	Buy	33,352 +16,097	+93%	+$888K	0.01%	1213
2023 Q1	$941K	Sell	17,255 -5,120	-23%	-$281K	﹤0.01%	1611
2022 Q4	$1.27M	Buy	22,375 +15,868	+244%	+$891K	0.01%	1354
2022 Q3	$327K	Buy	6,507 +122	+2%	+$6.61K	﹤0.01%	2294
2022 Q2	$331K	Buy	6,385 +58	+0.9%	+$3.27K	﹤0.01%	2300
2022 Q1	$387K	Buy	6,327 +1,986	+46%	+$120K	﹤0.01%	2325
2021 Q4	$280K	Sell	4,341 -591	-12%	-$37.8K	﹤0.01%	2582
2021 Q3	$298K	Sell	4,932 -731	-13%	-$45K	﹤0.01%	2478
2021 Q2	$336K	Sell	5,663 -1,668	-23%	-$93K	﹤0.01%	2388
2021 Q1	$389K	Sell	7,331 -3,939	-35%	-$209K	﹤0.01%	2088
2020 Q4	$596K	Sell	11,270 -10,760	-49%	-$550K	﹤0.01%	1659
2020 Q3	$1.1M	Buy	22,030 +321	+1%	+$15.3K	0.01%	1132
2020 Q2	$948K	Buy	21,709 +681	+3%	+$27.9K	0.01%	1146
2020 Q1	$757K	Buy	21,028 +299	+1%	+$12.3K	0.01%	1126
2019 Q4	$870K	Sell	20,729 -4,126	-17%	-$168K	0.01%	1236
2019 Q3	$1.01M	Sell	24,855 -40,803	-62%	-$1.66M	0.01%	1061
2019 Q2	$2.65M	Buy	65,658 +37,643	+134%	+$1.49M	0.02%	609
2019 Q1	$1.1M	Buy	28,015 +5,542	+25%	+$206K	0.01%	985
2018 Q4	$759K	Buy	22,473 +567	+3%	+$20.7K	0.01%	1088
2018 Q3	$888K	Buy	21,906 +1,754	+9%	+$68.8K	0.01%	1093
2018 Q2	$747K	Buy	20,152 +2,830	+16%	+$104K	0.01%	1164
2018 Q1	$610K	Buy	+17,322	New	+$628K	0.01%	1232

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors's SPMO Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 26% in Q2 2026, buying an estimated $39.5M and bringing the position to 1,343,836 shares worth $217M. The position accounts for 0.49% of the portfolio, ranked #27.

Cambridge Investment Research Advisors first reported a position in SPMO in Q1 2018 and has held it in 34 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Cambridge Investment Research Advisors held 1,343,836 shares of Invesco S&P 500 Momentum ETF worth $217M as of Q2 2026.
Cambridge Investment Research Advisors bought 279,905 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $39.5M.
Invesco S&P 500 Momentum ETF made up 0.49% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #27 holding.
Cambridge Investment Research Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2018 and has held it in 34 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.