Cape Investment Advisory’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Cape Investment Advisory’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	$260K	Buy	+1,612	New	+$227K	0.07%	199
2025 Q4	–	Sell	-91	Closed	-$11K	–	1337
2025 Q3	$11K	Hold	91	–	–	0.01%	391
2025 Q2	$10.2K	Buy	91 +35	+63%	+$3.49K	﹤0.01%	631
2025 Q1	$5.18K	Buy	56 +14	+33%	+$1.37K	﹤0.01%	737
2024 Q4	$3.99K	Sell	42 -12	-22%	-$1.14K	﹤0.01%	792
2024 Q3	$4.89K	Sell	54 -1	-2%	-$88	﹤0.01%	705
2024 Q2	$4.81K	Buy	55 +10	+22%	+$812	﹤0.01%	669
2024 Q1	$3.61K	Buy	+45	New	+$3.31K	﹤0.01%	700

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

Cape Investment Advisory's SPMO Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 1,612 shares worth $260K. The stake represents 0.07% of the portfolio and ranks #199 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SPMO as recently as Q3 2025.

Cape Investment Advisory first reported a position in SPMO in Q1 2024 and has held it in 8 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Cape Investment Advisory held 1,612 shares of Invesco S&P 500 Momentum ETF worth $260K as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Cape Investment Advisory position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.07% of Cape Investment Advisory's portfolio in Q2 2026, its #199 holding.
Cape Investment Advisory first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 8 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.