CAP Partners LLC’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

CAP Partners LLC’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 Q3	$1.52M	Buy	10,041 +565	+6%	+$84.1K	0.7%	40
2026 Q2	$1.53M	Sell	9,476 -507	-5%	-$71.5K	0.75%	36
2026 Q1	$1.12M	Buy	9,983 +2,660	+36%	+$314K	0.63%	41
2025 Q4	$874K	Buy	7,323 +245	+3%	+$29.4K	0.5%	50
2025 Q3	$857K	Buy	7,078 +173	+3%	+$20.2K	0.49%	53
2025 Q2	$777K	Buy	6,905 +429	+7%	+$42.8K	0.49%	56
2025 Q1	$599K	Buy	6,476 +674	+12%	+$66K	0.43%	60
2024 Q4	$551K	Buy	+5,802	New	+$550K	0.39%	66

Other funds holding SPMO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

CAP Partners LLC's SPMO Position: Q3 2026 in Review

CAP Partners LLC increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 6% in Q3 2026, buying an estimated $84.1K and bringing the position to 10,041 shares worth $1.52M. The position accounts for 0.7% of the portfolio, ranked #40.

CAP Partners LLC first reported a position in SPMO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.53M in Q2 2026. 187 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

CAP Partners LLC held 10,041 shares of Invesco S&P 500 Momentum ETF worth $1.52M as of Q3 2026.
CAP Partners LLC bought 565 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $84.1K.
Invesco S&P 500 Momentum ETF made up 0.7% of CAP Partners LLC's portfolio in Q3 2026, its #40 holding.
CAP Partners LLC first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 8 quarters since.
CAP Partners LLC's Invesco S&P 500 Momentum ETF position peaked at $1.53M in Q2 2026.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.